What makes PFG the best choice for your financial institution?
PFG takes the burden off of your shoulders by offering turn-key solutions that help financial institutions tap into new income streams, lower overall costs, and streamline processes. We build, manage, and implement wealth management programs that increase efficiency and enable you to serve more clients.
The PFG Advantage Provides Innovative Ways to Achieve New Sources of Net Income.
For more than 20 years, Priority Financial Group (PFG) has assisted financial institutions in building and elevating their investment and insurance business. PFG is proud to offer a wide range of services to help financial institutions - and their members - grow and prosper.
- Compliance expertise that simplifies your life.
- Lower administrative and platform fees than you are paying today compared to your existing program.
- Back office and admin support to help reduce your operating expenses.
- A Retirement Plan Center - A new way to help members and customers plan for retirement while they are still working.
- Robo Solution – A new way to help members and customers with small accounts.
- Trust & Wills Preparation Services - A new way to help members and customers protect assets and deepen relationships with beneficiaries.
- Medicare and Long Term Care Solutions - Help members and customers solve concerns about meeting post-retirement medical needs.
- A Multi-custodial platform - You have the flexibility to work with the strategic partners of your choice: Schwab, Fidelity, AssetMark, Orion Portfolio Solutions, and many more.
- Best-in-class integrated tech stack through Orion that includes CRM, portfolio analytics, trading, planning and reporting.
- Portfolio modeling services with expertise by our Chief Investment Officer and Investment Committee.
- A culture of innovation and fun, where we are continually adding new services and the best in growth and technology solutions to keep you ahead of the curve and delivering an exceptional client experience.
Take your wealth management business to the next level with Priority Financial Group. Contact us.