Helping you find the right investment course
PFG Advisors, LLC has served advisors and financial institutions for over 20 years. PFG has over 70 financial advisors and over $4 billion under management in the Untied States.
Meet Your Investment Advisor
We are pleased to introduce you to Jimmy Suh, our PFG Advisor.
Jimmy is a licensed professional, trained to objectively analyze your investment needs and help you create a financial plan designed to meet your unique goals. Schedule a no-obligation phone appointment with Jimmy and gain valuable information on financial planning topics that include:
- 401(k), 403(b), and 457 Rollovers
- Retirement Life Style Strategies
- Creating Income in Retirement
- Life & Long Term Care Insurance
- Small Business Services
- Fordham University MBA 2001
- SUNY Buffalo BA in Economics and Art History
- University of Massachusetts at Amherst – Hotel, Restaurant & Travel Administration
- Personal Financial Planning, 1992
Jimmy Suh , PFG Advisor
- Phone: 213-219-9820
- Email: firstname.lastname@example.org
Click here to schedule a call with Jimmy.
Quality Advisors...Quality Advice
PFG Advisors place your interests first. Period. We are committed to delivering quality, unbiased advice and expert guidance tailored to your needs, so you can feel informed and confident making important financial decisions.
Supporting Your Goals Through Holistic Financial Planning
PFG Advisors focus on understanding your individual financial needs, life goals, and aspirations. Using a holistic financial planning approach, PFG is able to create personalized financial plans aligned with your goals and values as well as help you through difficult or confusing financial situations.
Robust Portfolio Management Strategies & Solutions
For PFG Advisors, no financial challenge is too tough to tackle. PFG has broad access to top institutional portfolio managers and open-architecture investment platforms allowing us to develop strategies for even your most complex financial challenges.
Seamless Customer Experience
PFG Advisors have access to cutting-edge technology, advanced trading platforms, financial planning, and portfolio management tools so you will benefit from greater transparency, efficient account servicing, and timely responses to your inquiries.
Services offered through PFG Advisors, LLC include:
- Creating or reviewing your comprehensive financial plan
- Understanding investment options and risk tolerance
- Investment portfolio analysis
- Tax-efficient investments *
- Portfolio consolidation and management
- Retirement planning and income strategies
- IRA, 401(k), 403(b), 457 plans, and TSP rollovers **
- Funding for education
- Life and long-term disability care insurance
Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. Non-deposit investment products and services are offered through PFG Advisors, a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor.
Products offered through PFG Advisors, LLC: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal.
Investment Representatives are registered through PFG Advisors, LLC. The Credit Union has contracted with PFG Advisors, LLC to make non-deposit investment products and services available to credit union members.
*For specific tax advice, please consult a qualified tax professional.
**Before deciding whether to retain assets in an employer-sponsored plan or roll over to an IRA, an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors, and legal judgments, required minimum distributions and possession of employer stock.
|Not NCUA Insured||No Credit Union Guarantee||May Lose Value|
|Not Insured by any Federal Government Agency||No Credit Union Deposit|