Pg Financial, Llc
PG Financial was founded in 2001 by President and CEO Julio (Ricky) Gonzalez. We are a full services tax and financial planning firm based out of Pembroke Pines, Fl. and serve all of Palm Beach, Broward and Miami-Dade Counties. We help individual and corporate investors with financial planning, tax preparation, business accounting services, mutual funds, 401k plans, IRAs, rollovers, stocks, bonds, CDs, portfolios and more. We offer advice, quotes and financial research. PG Financial has been servicing the tri-county area, Palm Beach, Broward, and Miami-Dade, for about 11 years now. We are also specialists in the Employee Benefits Arena. We work with all major carriers and we are here for you. We work for the Employers, not for the insurance company! We can help you in all areas of Employee benefits, like 401(k), Supplemental Insurance (AFLAC), Major Medical, Group Disability, Vision and Dental.
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Top roles at Pg Financial, Llc
2 distinct titles indexed · top 2 shown.
- 1business owner
- 1senior manager
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