Priority Financial Group

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Priority Financial Group (PFG) empowers financial advisors and credit unions to deliver high quality financial planning and advice. PFG Advisors (PFGA), the affiliated hybrid RIA, provides advisors with a choice of affiliation options and access to Charles Schwab, TD Ameritrade, fintech and other trading platforms. We have offices throughout Arizona, California, New Mexico, Oregon and Texas, and have been servicing the financial planning and financial institution industries for over 20 years. We provide comprehensive compliance oversight, program management and a sales management system that enable our clients to achieve their goals. Specialties: Executive level leadership and developing new business opportunities through innovation and collaboration. Building client friendly wealth management programs for Financial Institutions; Helping Financial Advisors reach their personal and professional goals. We connect quality Advisors with quality Financial Institutions. Please see www.pfgteam.com for additional information and disclosures. Third-party comments may not be representative of all client experiences.

Company Details

Employees
54
Address
3200 N Central Ave,
Industry
Financial Services
Website
priorityfinancialgroup.org
Keywords
Executive level leadership, Developing new business opportunities through innovation and collaboration, Building client-friendly wealth management programs for financial institutions, Helping financial advisors reach their profession and personal goals, Connecting quality advisors with quality financial institutions.
HQ
Phoenix, Arizona
Competitors
Ironwood Investment Counsel, Cetera Financial Group, Versant Capital Management, Inc., Copa Capital Partners, Dynamic Advisor Solutions, Fidelity Investments, Charles Schwab, Mercer Advisors, LPL Financial, Heintz Wealth Management.
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