How Are We Unique?

We differ from large investment banks and insurance companies in many ways.  As our client, we know you and your family.  Our service is personalized and our solutions are customized.  Our review is comprehensive, taking into account cash reserves, investment strategies, risk management and estate planning.  We use the same quality analytical tools of a big firm, but the solutions are tailored to you individually.  We also have access to all of the quality products and services to fit your situation, no matter how simple or complex.  Some of our partners include:

Morningstar

SunLife Financial

Vanguard

American Funds

Fidelity Investments

Washington Mutual

Aviva

AIG

MetLife

PFG

Pacific Life

ARIS

Pershing

 

Securities offered through registered representatives of Walnut Street Securities, Inc. (WSS), member FINRA/SIPC.  Investment advisory services offered through PFG Financial Advisors, a registered investment advisor.  PFG Financial Advisors is not a subsidiary or control affiliate of WSS.  Branch Office: 270 Walker Drive; State College, PA 16801.  Phone: 814-238-0544.