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Priority Financial Group

Email address and contacts

Quick try with Susi Bennett from pfgteam.com

Priority Financial Group company description

Priority Financial Group (PFG) empowers financial advisors and credit unions to deliver high quality financial planning and advice. PFG Advisors (PFGA), the affiliated hybrid RIA, provides advisors with a choice of affiliation options and access to Charles Schwab, TD Ameritrade, fintech and other trading platforms. We have offices throughout Arizona, California, New Mexico, Oregon and Texas, and have been servicing the financial planning and financial institution industries for over 20 years. We provide comprehensive compliance oversight, program management and a sales management system that enable our clients to achieve their goals. Specialties: Executive level leadership and developing new business opportunities through innovation and collaboration. Building client friendly wealth management programs for Financial Institutions; Helping Financial Advisors reach their personal and professional goals. We connect quality Advisors with quality Financial Institutions. Please see www.pfgteam.com for additional information and disclosures. Third-party comments may not be representative of all client experiences.

Key Employees

  • Susi Bennett
    President & Chief Operating Officer
  • Mike Prior
    Chief Executive Officer
  • Kate Anderson
    Marketing Director

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New team members of Priority Financial Group

Jeff Murphy
Financial Advisor
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