Think of us as your advocate in managing your wealth. Our approach provides you with personal attention as well as providing access to a wide array of financial services available through many significant providers of products or investment strategies in our industry.
We emphasize that most financial products are commodities available through various financial intermediaries. With that in mind, our focus always has been and remains steadfast in the quality of our advice and relationships with our clients. We value the client experience in doing business with our firm and associates. Many firms manage money, at PFC, we help you manage it well.
Securities and advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC. Insurance offered through Progressive Financial Concepts and is not affiliated with SagePoint Financial.SagePoint Financial does not offer tax or legal advice. All listed entities are unaffiliated. This communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY, DC. No offers may be made or accepted from any resident outside the specific states referenced.