Reviews for Preservation Financial Group
Write a reviewHours
Monday: 9AM - 4:30PM
Tuesday: 9AM - 4:30PM
Wednesday: 9AM - 4:30PM
Thursday: 9AM - 4:30PM
Friday: 9AM - 1PM
Saturday: ClosedSunday: Closed
Ratings
Google: 5/5Map & Location
1695 Metropolitan Cir STE 1, Tallahassee
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Preservation Financial Group is a highly regarded financial advisory firm known for its knowledgeable and committed staff. Led by Pete and Andrew, the team tailors personalized plans to meet clients' diverse financial needs and risk preferences, ensuring they feel comfortable and confident in their choices. Many clients express satisfaction with the firm's exceptional service, timely guidance, and Christian values, which help foster a secure financial future. Clients appreciate the team's efficiency and friendliness, noting that they are always available to discuss financial matters or answer questions. With a strong track record in managing IRA accounts, clients feel blessed to have their financial goals in such capable hands.