About Pfg Investments, LLC
Practice Financial Group, also known as PFG INVESTMENTS, LLC, is a dedicated financial advisory firm established in 2010. With a primary focus on providing comprehensive fiduciary financial advice to dental and medical practice owners, Practice Financial Group has built a reputation for exceptional service. Their core philosophy revolves around the Golden Rule: "How would I want to be treated if I were a client of Practice Financial Group?" This principle guides every interaction, ensuring clients receive personalized attention and trustworthy guidance. The firm specializes in helping practice owners enhance their financial security, enabling them to have a greater positive influence on their families and communities. PFG INVESTMENTS, LLC also extends its services to employees participating in 401(k) plans, offering them resources and education for their financial journey. While their main office is located in Jacksonville, Oregon, their commitment to fostering financial well-being is evident in their client-centric approach and dedication to building lasting relationships. Practice Financial Group aims to empower clients to achieve a full, abundant life through sound financial planning and investment strategies.
Website: https://www.pfg-investments.com/
Office Locations
- Woodbury, NY (Headquarters)
- Jacksonville, OR
Services Offered
- 3(21) Investment Advisor
Team Members
- Nate Williams, CPA, CFP® Financial Planner
- Ryan Millar, MBA Financial Planner
- Ryan Fiegi, CPA, CFP® Financial Planner
- Kate Kostenko, CPA, CFP® Financial Planner
- Julie Nelson, Investment & Insurance Specialist