PFG Advisors, Lubbock TX的封面图片
PFG Advisors, Lubbock TX

PFG Advisors, Lubbock TX

金融服务

Collaborative financial advisory firm serving West Texas and beyond!

关于我们

We are six partners who joined to form PFG Advisors, a collaborative financial advisory firm. We have carefully and consciously chosen to work together in order to marry our respective subject matter expertise into a practice that can serve the comprehensive needs of our diverse clientele. Backed by a talented support team and a robust infrastructure we are prepared to fulfill our promise of excellent service and sound advice to you, your business and your family for generations to come.

网站
https://www.advisorspfg.com/
所属行业
金融服务
规模
11-50 人
总部
Lubbock
类型
合营企业

地点

PFG Advisors, Lubbock TX员工

动态

  • Justin Dockrey joined our team after a 20-year career as a solo financial advisor. He works closely with Mickey Ray, focused on assisting organizations with their retirement planning needs, including 401(k)s and 403(b)s. He also guides individuals, families, and small business owners with a wide range of financial services strategies and solutions. Justin and his wife, Shane, have two daughters. Outside of work, Justin is a deacon at First Baptist Church in Midland, where he and his family are involved in the church’s various programs. https://lnkd.in/gksjUta9

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  • We provide comprehensive planning for closely held or family-owned business owners, a uniquely complex discipline. Our skilled team addresses what should happen to your business in the event of death, disability, retirement, or sale. These strategies are designed to help owners and key employees maximize liquidity events or plan for the business's smooth succession. Let's be proactive so you're not forced to be reactive. ?? https://lnkd.in/gZQY5vz6

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  • A leader in West Texas, PFG Advisors not only offers individuals a wide range of retirement planning services, but we also have specialized experience working with businesses. We work with corporate clients to customize designs for 401(k), 403(b), Cash Balance, and other retirement plans. Our collaborative approach gives us the scale to work with small to large businesses and the ability to add value for our clients at every level, no matter your needs or goals. Give us a call to learn more about our corporate retirement plan offerings! https://lnkd.in/gZQY5vz6

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  • Hunter graduated from Abilene Christian University with a degree in Business Management. After graduation, he returned to Lubbock, Texas, and joined the team at PFG Advisors. Hunter primarily works with medical residents in West Texas, focusing on retirement planning, wealth building, and insurance protection planning. However, his clientele is diverse, working with people from all types of industries and careers. Outside work, Hunter enjoys golfing, being active, and spending time with his wife, Karissa, and their beautiful daughter, Charlotte! https://lnkd.in/gk3HxaMw

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  • Estate planning is about about protecting the people and priorities that matter most. Whether you’re a business owner, spouse, parent, or grandparent, we can help you create a plan that ensures your loved ones are cared for when you're gone. Your legacy is worth protecting. Explore our estate planning services. https://lnkd.in/gZQY5vz6 *Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.

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