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Text Content

(740) 263-9080

Menu
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   * 2017
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 * 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



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material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

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the California Consumer Privacy Act (CCPA) suggests the following link as an
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