About TR Financial Group
TR Financial Group is a Financial Service company, headquartered in Omaha, with 51 - 200 employees and annual revenue of $1M - $5M.
TR Financial Group, headquartered in Omaha, Nebraska, is a multi-product, comprehensive wealth management firm. We offer a variety of services ranging from wealth management to estate planning. Committed to building long-term relationships with our clients, we help them navigate all the unexpected c...
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TR Financial Group Company Highlights
Phone Number
(402) 334-xxxx
Corporate Office Address
15808 West Dodge Road
Omaha, 68118
Website
TR Financial Group Email Format
The most common TR Financial Group email format is [first].[last] (ex. john.doe@trfinancial.com), currently being used by 100% of TR Financial Group business email addresses. There are 5 email formats used by TR Financial Group.
TR Financial Group Org
TR Financial Group has 3 C-Level, 1 VP, 1 Director, 1 Senior, 6 Mid-Level, and 4 Other employees.
TR Financial Group Decision Makers
- CEOMonte L Peterson
TR Financial Group's Tech Stack
Frequently Asked Questions About
TR Financial Group
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Who is the CEO of TR Financial Group?
The CEO of TR Financial Group is Monte L Peterson. See full contact details ›
How many senior employees does TR Financial Group have?
TR Financial Group has 6 senior employees that are typically used for decision making.
What email format does TR Financial Group use?
The most common TR Financial Group email format is {first}.{last} (e.g. john.doe@trfinancial.com).
Who are the key decision makers at TR Financial Group?
Key decision makers at TR Financial Group include Monte L Peterson (CEO). See full contact details ›
What technologies does TR Financial Group use?
TR Financial Group uses technologies including Adobe ColdFusion, AppNexus, and CFML.
How do I contact TR Financial Group?
To contact TR Financial Group, visit trfinancial.com.
What companies are similar to TR Financial Group?
Companies similar to TR Financial Group include AllianceBernstein, Ares Management Corporation, and CCM.
Where is TR Financial Group headquartered?
TR Financial Group is headquartered at 15808 West Dodge Road, Omaha.
What is the main phone number for TR Financial Group?
The main phone number for TR Financial Group is (402) 334-xxxx.
What is the official website for TR Financial Group?
The official website for TR Financial Group is trfinancial.com.
What is the annual revenue of TR Financial Group?
The annual revenue of TR Financial Group is $1M - $5M.
How many employees does TR Financial Group have?
TR Financial Group has 51 - 200 employees.
What industry is TR Financial Group in?
TR Financial Group is in the Financial Service industry.
Last updated: November 4, 2025