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
Educational Background
- 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
Click here for more information.
Join us for an upcoming webinar!
Join our FREE informative webinar on the Basics of Financial Planning presented by Jimmy Suh, our PFG Advisor.
- Friday, May 17, 2024
- 12:30 p.m. PT - 1:30 p.m. PT
Learn how to:
- Set financial goals
- Create a realistic budget
- Save for future goals
- And, more
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 |