Pacific Financial Group

Financial ServicesCalifornia, United States2-10 Employees

Pacific Financial Group is a financial services firm that functions as an investment advisor under United Planners Financial Services, an independent broker-dealer and registered investment adviser. It emphasizes fiduciary responsibility, aiming to tailor investments to each client's needs and time horizons rather than prioritizing any particular product or company. The firm describes a relationship-based approach that includes education for clients and a clear understanding of the overall financial picture to support informed decision-making. Trust, honesty, and a commitment to the client's well-being are presented as core principles guiding long-term service.

Based in Sonora, California, the firm is a small team within the financial services landscape. It provides securities and investment advisory services through United Planners Financial Services, and a notable development in 2021 was the appointment of Cory Kendall as Executive Vice President, Sales Strategy.

Sign up for free to view info

Email Format Employee directory