Pfg Investments, LLC

About Pfg Investments, LLC

<p>Helping dental and medical practice owners is the day-to-day focus at Pfg Investments, LLC (Practice Financial Group), a fiduciary advisory firm founded in 2010.</p> <p>Headquartered in Woodbury on Long Island, with an office in Jacksonville in southern Oregon’s Rogue Valley, the firm works with practices across the New York metro area and the Pacific Northwest. Its guiding idea is the Golden Rule—“How would I want to be treated if I were a client of Practice Financial Group?”—which shows up in straightforward communication and practical recommendations.</p> <p>Pfg Investments, LLC acts as a 3(21) fiduciary, giving plan sponsors investment advice while the plan sponsor keeps final decision-making authority. The team also supports employees who participate in 401(k) plans with education and resources tied to everyday retirement planning questions.</p> <p>What sets the firm apart is its tight niche in healthcare practice owners, which helps align retirement plan decisions with the realities of running a practice.</p> <ul> <li>Fiduciary investment advice as a 3(21) advisor</li> <li>Support for practice owners in dental and medical offices</li> <li>Guidance and education for employees participating in 401(k) plans</li> <li>Works with plan sponsors seeking <a href="/plan-advisors">plan advisors</a> and other <a href="/retirement-plans">retirement plan providers</a></li> </ul>

Website: https://www.pfg-investments.com/