Penfield Financial Group is a comprehensive financial services and insurance firm based in Penfield, New York, specializing in helping individuals and families navigate their financial futures. As a partner of Cetera Advisors, the firm offers a personalized approach to wealth management with a focus on long-term relationships and tailored financial strategies. Their expertise spans retirement planning, investment management, risk assessment, and insurance solutions, ensuring that each client receives a holistic plan designed for stability and growth.

What sets Penfield Financial Group apart is their commitment to building trust through education and transparency, helping clients understand not just what financial products they have, but why they fit into their broader financial picture. The firm emphasizes personalized service and is especially suited for clients seeking a hands-on, collaborative advisor experience. Their affiliation with Cetera Advisors provides access to a national network of financial professionals, cutting-edge planning tools, and regulatory support.

With a strong local presence, Penfield Financial Group takes pride in its community roots and strives to provide guidance that aligns financial success with clients’ life goals.

Website: https://www.penfieldfinancialgroup.com/

Key Services:

– Customized financial planning
– Investment portfolio management
– Retirement income strategies
– Insurance analysis and solutions (life, disability, long-term care)
– Education savings plans
– Wealth preservation strategies
– Risk tolerance assessment and management
– Financial reviews and progress tracking