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Submitted URL: http://pgfinancialservices.com/
Effective URL: https://www.pgfinancialservices.com/
Submission: On January 25 via api from US — Scanned from DE
Effective URL: https://www.pgfinancialservices.com/
Submission: On January 25 via api from US — Scanned from DE
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Text Content
(740) 263-9080 Menu * Home * About * Team Members * Mission Statement * Financial Profile * Our Values * Blog * What We Do * Our Services * Useful Links * Account Access * Video Library * Retirement * Estate * Investment * Insurance * Tax * Money * Lifestyle * Events * 2017 * 2016 * 2015 * Contact THE COST OF PROCRASTINATION Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time. Learn More WHEN SPECIAL CARE IS NEEDED: THE SPECIAL NEEDS TRUST A special needs trust helps care for a special needs child when you’re gone. Learn More CONSIDER THESE 3 THINGS BEFORE DRIVING OFF THE LOT Here are 3 quick tips to keep in mind when buying or leasing your next vehicle. Learn More IT WAS THE BEST OF TIMES, IT WAS THE WORST OF TIMES All about how missing the best market days (or the worst!) might affect your portfolio. Learn More WELCOME TO PROFESSIONAL GUIDANCE FINANCIAL SERVICES PG Financial is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, protect, and conserve our clients’ wealth by delivering a high level of personalized service and expertise. We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. We look forward to hearing from you. CLIENTS WE SERVE Professional Guidance Financial Services seeks to help ordinary people do extraordinary things. Our clients are from all walks of life – individuals, couples, and families who have made saving for retirement a priority. We recognize that planning for the future can be challenging, so we simplify the process to help you understand your options and feel confident in making decisions. Seeing our clients achieve their goals is a blessing and our dedication is reinforced through our clients’ success. Learn more WHAT STEPS HAVE YOU TAKEN TO PLAN YOUR RETIREMENT? SERVICES We create strategies tailored to your goals. Learn more INDEPENDENCE Without any conflicts of interest we put your needs first. Learn more TRUST We enjoy building trusted relationships that span generations. Learn more AN ALLIANCE OF INDEPENDENTS Just as our clients carefully select their network of professional advisors, we have the opportunity to choose ours. We have selected Cambridge Investment Research, Inc. as our broker-dealer for their dedication to helping independent advisors serve their clients without quotas or the limitations of in-house products. We do not have proprietary products to push – our recommendations are focused on each client’s needs and goals. Learn more HAVE A QUESTION? Name Email Address Phone Question Thank you! Oops! CONTACT Professional Guidance Financial Services Office: (740) 263-9080 103 South Main Street Suite 206 Mt Vernon, OH 43050 Series 6, 7, 63, 65 joshua@pgfinancialservices.com QUICK LINKS * Retirement * Investment * Estate * Insurance * Tax * Money * Lifestyle * All Articles * All Videos * All Calculators Osaic Form CRS Signature Equity Partners Form CRS Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2024 FMG Suite. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through Signature Equity Partners, LLC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.