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.