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Priority Financial Group

Priority Financial Group

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Resources & Insights

Access Resources and Insights

In addition to assisting you in benchmarking your financial planning program’s performance, and the day-to-day management of your investment, insurance and estate planning programs, we offer resources that you can access here.

PFG Investing In Turbulent Times

  • In this webinar, Michael Melby, Chief Investment Officer, puts the current crises into perspective and provides insights into what investors can do while working with their financial advisor.

Riskalyze & PFG Case Study

  • See why co-founder and President of PFG, Michael Prior, says that from a compliance standpoint, the Risk Assessment gives PFG advisors a simple way to record client alignment with a recommended portfolio.

Peer to Peer – How are you doing?

  • Benchmarking can help you tweak your Wealth Management Department to strengthen service and revenue

Top Compliance Questions Credit Union Executives Should Ask

  • Top 3 Things CEOs Need to Know

 

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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