About Preservation Financial Group
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 has been working with my family for more than 25 years, and throughout that time, he’s always given trustworthy guidance and support.
He is more than a financial adviser. He genuinely cares and has become a dear friend to our family over the years. His professionalism and personal touch mean more to us than words can express.
We’re grateful for the relationship we’ve built with him and his team over the years. We don’t take for granted the peace of mind that comes with knowing he has had our best interests at heart.
I highly recommend Preservation Financial Group to anyone looking for a knowledgeable, trustworthy adviser/team who cares about the people… read full review
We have been thoroughly pleased w services from Pete, Andrew, Chris and Karen. Professional and friendly. Any and all questions answered to make sure you are comfortable with the plans. Highly recommend.
Pete spent the time to review my current portfolio and give options. He adequately reviewed my documents and allowed me to ask questions. If I didn’t know the questions to ask, he led me to ask the right questions. I appreciate his candidness and willingness to help. Thank you.
Monday 9AM - 4:30PM
Tuesday 9AM - 4:30PM
Wednesday 9AM - 4:30PM
Thursday 9AM - 4:30PM
Friday 9AM - 1PM
Saturday Closed
Sunday Closed
1695 Metropolitan Circle Ste 1, Tallahassee, FL 32308
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