Company Email Format Management

Procyon

Financial Services United States 63 employees

Employees: 63
Contacts: 3
Emails: 3

procyonpartners.net LinkedIn Crunchbase

Procyon Overview

Headquarters: United States
Phone Number: Available in AeroLeads
Website: procyonpartners.net
Industry: Financial Services
Employees: 63
Founded: 2017
Company Email: Available in AeroLeads
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Financial Planning Investment Management Risk Management Institutional Retirement Plans Institutional Endowment and Foundation Consulting Wealth Preservation Wealth Transfer Wealth Accumulation

About Procyon

Procyon is an independent, employee-owned financial advisory firm with a dual focus on: • Helping institutions prudently manage the retirement plans, endowments and foundations under their stewardship. • Assisting affluent individuals, families and business owners effectively fulfill their dreams through sensible financial planning, and investment and risk management. We are passionately devoted to providing our clients with the knowledge, experience and support they need to make confident, informed decisions.

Procyon Contact Details

People in AeroLeads: 4
With contact data: 3
Email contacts: 3; 75.0% coverage

Procyon Org Chart

Sample employees and titles

Name	Title	Location	Contact
Rick Baran, Cfp®			View
Dan Limmer, Cfp		Melville, New York, United States	Email
Caroline Wetzel, Cfp®	Vice President, Private Wealth Advisor	Shelton, Connecticut, United States	Email
Jim Jeffery, Cfa, Mba	Managing Director, Senior Institutional Consultant of Procyon	New York, United States	Email