About Preservation Financial Group
Reviews for Preservation Financial Group
Write a reviewHours
Monday: ClosedTuesday: 9AM - 4:30PM
Wednesday: 9AM - 4:30PM
Thursday: 9AM - 4:30PM
Friday: 9AM - 1PM
Saturday: ClosedSunday: Closed
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.
Pete and his staff treat you like family. They all know you by name when you walk in the door. I am extremely pleased with the service I’ve gotten over the years and highly recommend them.
My wife and I recently met with Andrew. Although retirement isn’t happening for several years, it was a very informative conversation as we plan for the future. He provided guidance on action we could immediately take which was much appreciated. We would highly recommend them!
If you’re looking for a financial company with integrity, passion, and knowledge regarding money management and financial wealth, Preservation Financial Group is the company to call.
The entire staff at Preservation is fantastic. Pete and Andrew offered great education and advice without pushing any product for personal gain.