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Priority Financial Group

Priority Financial Group

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Support Services

PFG Financial Advisor Support Services

Resources & Benefits

Regardless of the MODEL you choose, our professional team is focused on helping you accomplish both your personal and practice goals. We offer a premier menu of competitive benefits and resources:

 

  • Retirement planning  - a “retirement package” which may include a multi-year payout on recurring revenue.
  • Succession planning  – PFG has the means to be a cash buyer of a book of business to help advisors in distress take care of their families. Financial advisors who are proactively planning their succession will appreciate PFG’s assistance in recruiting potential candidates and/or assistance in structuring a deal aligned with your goals.
  • Estate planning  - a full Estate Plan package is provided at a significant discount to assure your family is protected.
  • On-site training and development assistance - help for financial advisors to quickly learn the technology tools available to them.
  • Business development – including best practices sharing, goal setting, coaching, networking opportunities, workshops, marketing services, and continuing education. 
  • PFG Advisors Hybrid RIA model  – provides financial advisors with the potential to access multiple custody platforms, including TD Ameritrade and Charles Schwab & Co. Clients will view this as an upgrade over a single custodian option.

 

 

 

Interested in learning more? Contact Us

 

3200 N Central Ave, Ste 200
Phoenix, Arizona 85012
P: 1-800-405-8850

 

PFG In the News

Click on a link below to discover what’s new at PFG.

Priority Financial Group (PFG) Expands Executive Team, Appointing Susi Bennett as Chief Operating Officer

PFG Partners with Riskalyze

Priority Financial Group Selects Securities America, Inc. as new Broker-Dealer partner

Securities America Adds Priority Financial Group

PFG Builds on its Quality Advisor University
 

Securities offered through Securities America, member FINRA/SIPC. Advisory services offered by PFG Advisors. Priority Financial Group, PFG Advisors and Securities America are separate entities.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein.  Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration.  Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

 

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