Since we began our practice 30 years ago in State College, Pennsylvania, we have been successfully delivering customized wealth management solutions to families and individuals, effectively managing their money and preparing them for retirement. The focus of our practice is to help our clients quantify what they have, calculate what they need, chart the course between the two and ensure they stay on path.
Our affiliation with PFG, PFG Financial Advisors and Cetera Advisor Networks provides us leverage with large investment custodians and service providers. At the same time, our intimate practice allows us to service your needs with the sensitivity of a trusted friend.
PFG Wealth Planning Group uses the unique combination of corporate power and small business relationship to bring you some of the nation’s leading money managers and financial solutions.
Contact us today to learn how you can benefit from our trusted services. Registered representative offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.
Registered to sell securities in the following States: DE, FL, HI, MD, NJ, NC, PA, SC, VA, WV; Registered for Advisory Services in the following states: MD, PA, WV;
Liscensed to sell insurance in the following states: DE, MD, NJ, PA, SC, VA, WV.