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.
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.