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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.

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What Steps Have You Taken To Plan Your Retirement?

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If you're like 93% of Americans, you're looking forward to retirement. But are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."


We create strategies tailored to your goals.

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Without any conflicts of interest we put your needs first.

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We enjoy building trusted relationships that span generations.

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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.

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