PFG is committed to helping Financial Institutions and Financial Advisors connect to develop a high quality Financial Education, Planning, and Advice service model. PFG's turnkey program management, compliance oversight, and sales management systems help Financial Institutions and Advisors achieve their unique goals. PFG provides the consulting needed to deliver effective financial education and planning online and in branches.PFG Advisors (PFGA) , the affiliated hybrid RIA, provides access to Charles Schwab/TDA and Fidelity trading and robo platforms. Open architecture provides additional investment management choices.Serving in the Financial Planning and Financial Institution industries for over 25 years. Offices in 9 states.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 my website www.pfgteam.com for additional information and disclosures. Third-party comments may not be representative of all client experiences.
Listed skills include Wealth Management, Asset Management, Portfolio Management, Strategic Planning, and 25 others.