PGI Financial Services, Inc.

PGI Financial Services, Inc.

Financial-Services

Charleston, South Ca...
United States
Company Tagline

Preservation+ Growth + Income = Confidence

Industry Category
Financial-Services
Company Description

PGI Financial Services, Inc. is dedicated to helping clients achieve financial confidence through comprehensive wealth management and financial services. Specializing in preservation, growth, and income strategies, PGI Financial Services aims to ensure clients maintain financial security throughout their retirement and beyond. The firm is committed to helping clients build lasting legacies and safeguard their finances against unforeseen healthcare crises.

Located at 2467 Savannah Hwy, Suite 520, Charleston, South Carolina 29414, US, PGI Financial Services provides a full array of services for both individuals and businesses. With a focus on personalized financial planning, PGI Financial Services offers expertise in areas such as retirement planning, income tax preparation, and wealth management. They also provide guidance on Medicare Supplement Insurance, Federal Employee Benefits Planning, and Long Term Care Insurance, ensuring clients have access to the solutions that best fit their unique needs.

PGI Financial Services, Inc. is dedicated to providing tailored financial solutions and building lasting relationships with its clients. We invite the manager of PGI Financial Services, Inc. to create a customized and exclusive company showcase and product listing on our platform to further enhance your online presence and reach a broader audience.

PGI Financial Services, Inc. s'engage à aider ses clients à atteindre la confiance financière grâce à une gestion de patrimoine complète et des services financiers. Spécialisée dans les stratégies de préservation, de croissance et de revenu, PGI Financial Services vise à garantir à ses clients une sécurité financière tout au long de leur retraite et au-delà. L'entreprise s'engage à aider ses clients à bâtir un héritage durable et à protéger leurs finances contre les crises de santé imprévues.

Située au 2467 Savannah Hwy, Suite 520, Charleston, Caroline du Sud 29414, États-Unis, PGI Financial Services fournit une gamme complète de services aux particuliers et aux entreprises. En mettant l'accent sur la planification financière personnalisée, PGI Financial Services offre une expertise dans des domaines tels que la planification de la retraite, la préparation des impôts sur le revenu et la gestion de patrimoine. Ils fournissent également des conseils sur l'assurance complémentaire Medicare, la planification des avantages sociaux des employés fédéraux et l'assurance de soins de longue durée, garantissant ainsi à leurs clients l'accès aux solutions les mieux adaptées à leurs besoins uniques.

PGI Financial Services, Inc. se consacre à fournir des solutions financières sur mesure et à établir des relations durables avec ses clients. Nous invitons le directeur de PGI Financial Services, Inc. à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin d'améliorer davantage votre présence en ligne et d'atteindre un public plus large.

Key Personnel / Employees
Paul MacDonald Carissa Shivers Cheyanne Stankiewicz

Compare Companies Side by Side

Compare PGI Financial Services, Inc. with 3 companies in Financial-Services

4 Companies
Comparison Field
PGI Financial Services, Inc.
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Founded Year
2017 0 2015
Company Size
2-10 51-200 51-200
City
Charleston, South Carolina Toronto, Ontario San Diego, California
Country
United States Canada United States
Skills & Keywords Comparing with main company
12 Total Skills
Financial Services Wealth Management Retirement Planning Income Tax Preparation Medicare Supplement Insurance Financial Planning Insurance Federal Employee Benefits Planning Income Tax Planning Long Term Care Insurance Annuities Life Insurance
5 Total 5 Unique
Unique Skills:
Business Planning Disability Insurance Estate Planning Income Planning Investing
8 Total 1 Common 7 Unique
Match 8%
Common Skills:
Financial Services
Unique Skills:
Business Solutions Corporate Solutions Estate Planning High Net Worth Living Benefits Insurance Retirement Solutions +1
7 Total 7 Unique
Unique Skills:
Business Development Estate Planning Financial Advisory Investments Leadership Long Term Care +1
4
Total Companies
2015
Oldest Founded
2
Countries
29
Unique Skills

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Alternative Company Names

This company is also known as

PGI Financial Services Inc. PGI金融服务公司 पीजीआई वित्तीय सेवाएँ इंक. بي جي آي للخدمات المالية، وشركة ПГИ Финансовые Услуги Инк.