We offer advisory services through J. W. Cole Advisors, Inc., and financial products that are designed to meet our clients needs. It should be noted that PFG is not owned or operated by a brokerage, bank, or insurance company. Hence, we believe that our approach is the most holistic and pure. Additionally, our Broker/Dealer and Registered Investment Advisory firm is privately held which further gives us the independence we need to make recommendations for our clients.
Our motto is “we are small enough to care about the client and big enough to get the job done!”.
Our Capabilities
- Broker/Dealer services such as mutual funds, REITS and variable products are offered through J.W. Cole Financial, Inc. (JWC), member FINRA/SIPC (an independent broker/dealer)
- Investment Advisory (Registered Investment Advisor) services such as separately managed accounts are offered through J.W. Cole Advisors, Inc. (JWCA) an independent RIA.
- Retirement 401(k) Services
- 401(k), SIMPLE IRA and SEP IRA establishment for small to medium size companies.
- 401(k) management of existing retirement plans.
- Insurance services (life, long term care, disability). Group or individual through many national/international companies.
- Financial Planning
- Comprehensive financial planning for individuals and small/medium size businesses and employees.