Our first priority is your practice. That’s why our onboarding process is as seamless as possible, and the support that we offer is industry-leading. But don’t take it from us, here’s what some of our advisors have to say…


You still have your independence, and you still have the support and back up to do what you need to do for your clients.” — J. Flindall, CFP®

PFG’s open door policy is very unique, where from top to bottom they are always there. I am very satisfied with their customer support. They made my transition go very smoothly. More importantly, my clients are very pleased and give me great referrals.” — F. Tort

We walk in and have our own sales assistants and our own marketing department. The credit union is taking care of a lot of stuff. PFG is taking care of a lot of stuff and I can do what I am really good at, and that’s managing assets and working with clients.” — D. Kennon

PFG gives you the flexibility to approach the business how you think makes the most sense for you and your clients. You can focus on your clients and helping them be successful. You’ve got a steady flow of referrals, so you don’t have to spend your time marketing.” — B. Cattani

We have an open architecture platform that advisors can move within during their career, and make PFG their last stop.” — PFG FOUNDER M. Prior