Broker Check

Our Services

At PG Financial, we provide professional assistance in the following areas:

INVESTMENTS

  • Mutual Funds
  • Common Stock
  • Bonds
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Variable Annuities
  • Fixed Annuities

FINANCIAL PLANNING

  • Retirement Plans
  • Tax Plans
  • 401k Startup and Existing Plans
  • 403b Startup and Existing Plans
  • College 529 Savings Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

INSURANCE

  • Life Insurance- Term & Whole Life
  • Long Term Care Insurance

ALTERNATIVE INVESTMENTS

  • REIT- Real Estate Offerings 1031 Exchanges
  • Oil and Gas
  • DBC Programs
  • Hedge Funds

At PG Financial, we have chosen to partner with:

Securities offered through Registered Representatives of Cambridge Investment Research, Inc. A registered broker/dealer. Member FINRA & SIPC. The registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: OH and IL. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. PG Financial and Cambridge are not affiliated.

National Financial offers a comprehensive clearing platform, trading capabilities and business process and operations consulting to broker-dealer firms, banks and insurance companies. In addition to providing services to third-party institutions, the National Financial Services LLC (NFS) brokerage platform supports all the clearing and custody businesses at Fidelity, including Fidelity’s retail and capital markets businesses.

Agency Development Corporation is a national, independent wholesaler, offering fixed annuities, life insurance and long term care insurance products since 1978. We partner with independent insurance agents, financial planners and lending institutions to help them identify and service their clients’ needs with the most consumer friendly products available.

PG Financial has chosen Midland National as it’s affiliated Life Insurance partner. Across the board, Midland Financial has always ranked at the top and PG Financial is proud to work with one of the leading insurance companies in America. Throughout the Company’s history, Midland National has enjoyed steady growth, stability of leadership and industry success. With its Annuity Division located in West Des Moines, Iowa and its Life Operations located in Sioux Falls, South Dakota, Midland National operates in 49 states and the District of Columbia through its 12,000 licensed sales professionals.

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