Financial Advisors specialized in the Senior Community
PG Financial was founded in 2001 by President and CEO Julio (Ricky) Gonzalez. We are a Boutique Financial Services and Insurance Group.
This mission statement was developed following focus group meetings, client surveys and various other forms of feedback. From it, we produced a core set of values that emphasize our devotion to continuous satisfaction of our clients:
•We believe honesty is the only way.
•We believe communication is everything.
•We know that complete focus on the customer is the key to our success, and we are dedicated to exceeding their expectations at every opportunity.
•We understand that each employee plays a vital role and no one person is more important than another. We are a team! It's everyone working together that makes the client's experience the best.
•We take responsibility for our actions. We care about what's right and doing right, not who's right.
•We are friendly and caring, and we treat everyone with the utmost respect and humility.
•We work hard, with passion, energy and persistence. We do what we say we'll do.
•We are very resourceful and entrepreneurial.
•We constantly challenge our minds to be creative and to find better ways of doing things.
•We believe in self discipline and courage so that we do what we should do even when we don't want to.
•We try to have a little fun at designated times, if possible, without interfering with the company's priorities.
Life Insurance
Final Expense Life Insurance
Individual and Group Health Insurance
Medicare Advantage Plans
Medicare Supplemental Plans
Retirement Planning
Annuities
Critical Illness Insurance
