PMG FINANCIAL GROUP - Rochester, New York

PMG Financial Group is a respected and established financial services provider dedicated to helping individuals and families achieve their financial goals. Located at 3445 Winton Pl, Rochester, NY 14623, United States, and easily accessible via Phone: 5854847641, the firm offers a comprehensive suite of services designed to address diverse financial needs. Their core competencies lie in providing expert guidance as a Financial Advisor, crafting personalized Financial Plans, managing Health Insurance, and acting as an Insurance Broker, showcasing a broad understanding of the financial landscape.

About PMG Financial Group

PMG Financial Group distinguishes itself through a client-centric approach, prioritizing open communication and a deep understanding of each client’s unique circumstances. They specialize in tailoring solutions to suit individual risk tolerances, financial objectives, and long-term aspirations. The firm’s team is composed of seasoned professionals committed to delivering informed and trustworthy advice. A notable characteristic is their emphasis on education, ensuring clients are fully equipped to make sound financial decisions. They believe in empowering clients with knowledge, fostering a collaborative partnership built on trust and mutual understanding.

Services Offered

• Financial Advisory: Providing personalized advice on investments, retirement planning, estate planning, and overall financial strategy.
• Financial Planning: Developing comprehensive financial plans encompassing budgeting, debt management, savings strategies, and goal setting.
• Health Insurance Agency: Assisting clients in navigating the complexities of health insurance options, securing affordable and comprehensive coverage.
• Insurance Brokerage: Offering a range of insurance products, including life, disability, and property insurance, to protect clients’ assets and well-being.

Location and Accessibility

The physical location at 3445 Winton Pl, Rochester, NY 14623 offers a convenient and professional environment for clients. PMG Financial Group prioritizes accessibility, boasting several features designed to accommodate diverse needs. These include on-site services, language assistance, a Wheelchair-Accessible Car Park, a Wheelchair-Accessible Entrance, and a Free Parking Lot. Moreover, the firm is committed to fostering an inclusive environment, explicitly stating itself as LGBTQ+ friendly. This dedication to accessibility demonstrates a genuine commitment to serving the entire community effectively.

Client Feedback and Reputation

Based on client feedback, PMG Financial Group consistently receives high praise for its professionalism, responsiveness, and genuine care for clients’ financial well-being. Reviews, readily available on Google My Business, consistently highlight the firm’s ability to provide knowledgeable advice and a truly personalized service experience. One client specifically noted the 'perfect mix of professional, real, authentic, caring, informative, and educational' approach taken by their advisor, Phil. This feedback underscores a commitment to building strong, lasting relationships based on trust and mutual respect. The average opinion reflects a remarkable 5/5, a testament to the quality of service provided.

Additional Points of Interest

• On-Site Services: Clients benefit from the convenience of accessing services directly at the office.
• Language Assistance: Support is available for clients who prefer to communicate in a language other than English.

PMG Financial Group’s dedication to client satisfaction extends beyond simply managing finances; it encompasses a holistic approach that considers the individual’s entire financial life. The firm’s commitment to accessibility and inclusivity further solidifies its position as a valuable resource for the Rochester community and beyond. Their responsiveness, as mentioned by a client, demonstrates a dedication to promptly addressing client inquiries and concerns. The firm’s advisors are not merely salespeople but rather trusted partners in navigating the complexities of personal finance. They strive to understand each client’s unique situation and tailor solutions accordingly, ensuring that every client feels supported and confident in their financial future. The focus on education is particularly noteworthy, promoting financial literacy and empowering clients to make informed decisions. Ultimately, PMG Financial Group represents a reliable and professional choice for individuals seeking comprehensive and personalized financial guidance.

👍 Reviews of PMG FINANCIAL GROUP

Jess F.

5/5

Working with Phil was the perfect mix of professional, real, authentic, caring, informative, and educational. I felt Phil really listened to my questions and concerns and was able to direct me and offer knowledgeable advice for me to make the best financial choices for me and my circumstances/hopes/investment dreams. Phil is efficient in responding and was available when i had more questions to be answered. I really trust Phil and his guidance and would definitely recommend working with Phil for any kind of financial planning service.

Jennifer

5/5

My husband and I really have enjoyed doing our financial planning with Phil Provenzano. He listens to what is important to us, what we want for our future, and clearly tailors his recommendations to meet our goals with all those factors considered. We really appreciated the software he used during our meeting to clearly demonstrate how our choices now and in the future will affect our long term planning. His explanations were clear, and if there was any question he wasn’t sure about (we had lots!), he immediately reached out for assistance and got the answers we were looking for. We appreciate that he works with the long-standing Financial Guys and the reputation and experience that comes from working with this group. We certainly recommend working with Phil and The Financial Guys and will absolutely continue with them ourselves.

Susan F.

5/5

My experience at PMG was over and above my expectations. Phil could not have been more helpful. He provided all the information that I needed and explained it perfectly! I left the appointment with absolutely no questions and a complete understanding of all the information provided. I thoroughly enjoyed my appointment! I will certainly recommend PMG to others and to be sure to make their appointment with Phil Provenzano!

Holly P.

5/5

I found Phil intelligent, kind, patient, professional, knowledgeable, flexible, efficient and easy to talk to. The list could go on! All of my questions were answered and I am so grateful for my experience with PMG Financial Group.Highly recommended!

Arnold S.

5/5

I asked Phil Provenzano to help me invest a sizable bit of sales proceeds into two different alternative investments that were “out of the ordinary”. Phil went out of his way to research the investments to verify some of my assumptions and answer my questions before I invested. I appreciate his hard work and highly recommend him to others.

Darrell S.

5/5

I would leave 10 stars if I could! Phil is an amazing advisor as well as an all around person. He is a family man with amazing values. I love doing business with good people.

Linda L.

5/5

I have known Phil for many years He is very trustworthy, and knowledgeable about financial planning .He assisted my husband and I with lifetime income plan that will be so helpful for the future.All my questions were answered and I would totally trust him for all your financial and health insurance needs

Bert R.

5/5

Great support and advice from Phil Provenzano concerning retirement, social security/ Medicare planning.