Priority Financial Group Revenue and Competitors

Priority Financial Group (PFG) empowers credit unions and financial advisors in delivering high quality financial education, planning and advice. We provide comprehensive compliance oversight, program management and a sales management system that enables our clients to achieve their goals. CUFN, an affiliate of PFG, provides consulting services to deliver effective financial education and planning for credit unions. PFG Advisors (PFGA) , the affiliated hybrid RIA, provides access to Charles Schwab and TD Ameritrade trading and robo platforms. Open architecture provides additional choices. We have offices throughout Arizona, California, New Mexico, and Texas, and have been servicing the financial planning and Financial Institution industries for over 20 years. 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.priorityfinancialgroup.org for additional information and disclosures. Third-party comments may not be representative of all client experiences.