We are open during the pandemic, and actively serving you safely via video conferencing software.

  • Protection – Growth – Income

    Learn how these strategies may provide financial                   Peace of Mind

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  • FEDERAL EMPLOYEES

    There are 3 components that make up a Federal employee income: Federal Pension, Social Security and the Thrift Savings Plan.  Let us explain all of your options.

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  • WOMEN

    90% of women will end up in charge of house hold finances and only 20% feel prepared.  Let us guide you.

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  • NEARING RETIREMENT

    Concerned about running out of money? Let us create a Peace of Mind retirement income plan for you.

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  • RETIRED

    Leave a legacy you will be proud of.

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PGI Financial Services is a comprehensive financial services firm committed to helping you improve your long-term financial success. Our customized programs seek to help you grow and conserve your wealth by delivering an unprecedented level of personalized service.At PGI, our team offers a full range of financial planning, insurance, investments, income tax planning, and wealth management services. Our approach is the result of over 25 years of combined financial experience. Whether you need a comprehensive plan or advice on reaching a specific goal, we will work with you to skillfully navigate the complexity of financial planning.
A goal without a plan is just a wish.
–Antoine de St-Exupery