Comprehensive Investment Advice
At Phoenix Financial Group, Ltd (PFG) we are financial planning professionals. We have been serving the northwest valley communities since 1996. We are conveniently located in Peoria off the 101 and Union Hills Drive. At PFG we are confident you will find a good financial advisor for your unique needs. We pride ourselves on building complete financial plans for individuals, families, and businesses. We help our clients with estate planning, life insurance, health insurance, college planning, retirement planning, and tax planning all of which are equally important. PFG's financial advisors work as a team and are dedicated to solving all your financial planning needs. PFG's financial advisor team consists of investnment advisor representatives who are also licenced insurance agents. Some of our advisors hold the CFP® CERTIFIED FINANCIAL PLANNER™ as well as Enrolled Agent with the IRS (EA) professional designations. PFG offers a complimentary consultation for anyone with questions on the use of wills or trusts, life insurance and health insurance needs and pricing, as well as all aspects of financial planning.
CFP® CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully completed the CFP Board's initial and ongoing certification requirements.
