Pegasus Financial Group - Wakefield, Rhode Island

Pegasus Financial Group: Expert Financial Advisory Services

Pegasus Financial Group, located at 238 Robinson St, Wakefield, RI 02879, United States, is a distinguished financial advisory firm dedicated to helping clients navigate the complexities of the financial landscape. With a phone number of 4013641000 and a website at pegasusmoney.com, the company is readily accessible to its clients.

Specialized Services

• Financial Advising: Pegasus Financial Group specializes in providing expert financial advice tailored to each client's unique needs and goals. Their team of experienced advisors works closely with clients to understand their financial situation and develop customized strategies.
• Retirement Planning: The firm assists clients in planning for their retirement, helping them make informed decisions about savings, investments, and pension plans. They also provide guidance on Social Security benefits and retirement income distribution.
• Investment Management: Pegasus Financial Group offers investment management services, helping clients grow their wealth through strategic asset allocation and diversified investment portfolios.
• Estate Planning: The firm provides estate planning services, including wills, trusts, and probate, to help clients protect their assets and provide for their loved ones after their passing.

Why Choose Pegasus Financial Group

Pegasus Financial Group stands out in the industry due to several key characteristics:

• Personalized Service: The firm believes in building strong, long-term relationships with clients. They take the time to understand each client's unique financial situation and provide personalized, one-on-one service.
• Expertise and Experience: The team at Pegasus Financial Group brings decades of experience in the financial industry. Their expertise allows them to provide clients with accurate, up-to-date information and advice.
• Integrity and Trust: The firm is committed to upholding the highest ethical standards. They strive to build trust with clients by acting in their best interests and being transparent in all their dealings.

Client Reviews and Ratings

As of now, Pegasus Financial Group has 0 reviews on Google My Business. Therefore, it is challenging to provide an average opinion score. However, the firm's commitment to personalized service, expertise, and integrity indicates that it is well-positioned to provide high-quality financial advisory services.