Belk Financial Group
Financial Service
Why pick this one
PUGH & ASSOCIATES, INC. provides Jacksonville financial planning through a Financial Security Group office established in 1997, including retirement, estate, and investment planning.
Best for
- retirement planning
- education planning
- estate and tax planning
- investment portfolio analysis
- wealth accumulation and distribution planning
- clients seeking a complimentary initial consultation
- Jacksonville-area clients seeking financial planning
Look elsewhere if
- customers seeking emergency or short-notice financial services
- customers seeking published fixed pricing for financial planning
- customers seeking services outside financial planning and investment strategies
Specialties
- wealth accumulation
- estate and tax planning
- risk management
- education planning
- cash flow management
- wealth management strategies
- investment portfolio analysis
- investment due diligence
- accumulation and distribution planning
Certifications
- FINRA member
- SIPC member
- Certified Financial Planner (CFP)
- Personal Financial Planner (PFP)
- Certified Fund Specialist (CFS)
What makes them different
- Founded in 1997
- Offers a complimentary initial consultation
- Uses a financial-plan-first, process-oriented approach rather than a product-driven approach
- Provides financial planning and investment strategy services through multiple offices in Virginia, North Carolina, and Florida
- Securities are offered through Financial Security Management, Inc., a FINRA and SIPC member
- Years in business
- 29
- Serves
- Virginia Beach, Newport News, Jacksonville, Jupiter
Distilled from this business's own website.
Contact & Location
- Address
- 2102 N Elm St Ste F, Greensboro, NC 27408
- Phone
- (336) 574-3132
- Website
- https://www.gofsg.com
Services
- financial planning
- investment strategies
- retirement planning
- education planning
- mortgage solutions
- cash management
- managed accounts
- mutual funds
- stocks and bonds
- ERISA plans
- annuities