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Priority Financial Group

Priority Financial Group

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PFG Financial Advisors

We make sure your PFG Financial Advisor not only has access to the education, training, tools, and resources to serve your wealth management needs, but the freedom to focus on what’s most important to you and your family.

About PFG Advisors

PFG’s commitment to Quality Advice…Quality Advisors is evident across all aspects of the relationships we forge with the financial institutions and advisors we serve. Through access to industry-leading technology, compliance management, best practices, and investment products and services, we enable institutions and their advisors to provide an unparalleled experience tailored to each client’s needs and goals.

Supporting Your Goals through Unparalleled Financial Advisor Support and Resources

PFG makes it possible for your financial advisor to focus on the most critical aspect of his or her practice: serving your unique needs through the development of strategies aligned with your goals and values.

  • Cutting-edge technology, advanced trading platforms, financial planning, and portfolio management tools allow for greater transparency, efficient account servicing, and timely responses to your inquiries.
  • Unbiased investment and market research helps your PFG Advisor deliver objective advice and guidance tailored to your needs.
  • Broad access to top institutional portfolio managers, and open-architecture investment platforms helps PFG Advisors develop strategies for even your most complex financial challenges.
  • PFG’s professional team proactively shares its deep knowledge and experience gained over several decades to assist PFG Advisors in leveraging best practices for retirement, investment, legacy, risk management, and insurance planning.
  • PFG and Securities America offer PFG Advisors access to dedicated expertise in high-net-worth planning, special situation planning, insurance case management support, and more.
  • PFG further supports your financial advisor through regular meetings and ongoing training focused on strategy development and industry best-practices, compliance updates, continuing education opportunities, coaching, and direct access to our professional team.

In short, we make sure your PFG Advisor not only has access to the education, training, tools, and resources to serve your wealth management needs, but the freedom to focus on what’s most important to you and your family.

Find out how partnering with a PFG Advisor can help you attain and maintain the financial independence you seek. CONTACT US today for assistance in locating a PFG independent advisor at a financial institution near you.​

 

 

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.

PFG Welcomes OCCU & USE CU

PFG Received Distinguished OSJ Partner Award from SAI!

Press Release: PFG Recognized as the Top Branch with Securities America based on 2019 Production

CUE Financial chooses PFG as its Succession Solution 

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.

CLICK HERE FOR A COPY OF PFG ADVISORS' RELATIONSHIP SUMMARY (FORM CRS) 
 
CLICK HERE FOR A COPY OF SECURITIES AMERICA, INC'S RELATIONSHIP SUMMARY (FORM CRS).
 
Free and simple tools are available to research firms and financial professionals at investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisors, and investing.

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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