Our Firm
Pearson Financial Group’s ongoing commitment is to provide you with the best possible support with all of your financial and investment needs. We have been an active member of society since 1989. We specialize in:
Retirement Planning Business Retirement Plans
Stock Option Planning Estate Planning
Life Insurance Long Term Care Planning
Disability Insurance College Funding
Wealth Transfer Asset Allocation
We have recently took on the task on becoming an environmentally friendly "Green" business.
Our Broker-Dealer is Royal Alliance Associates, Inc. of New York, one of the largest independent broker-dealers in the nation, is the broker-dealer with which we work to establish your investment accounts. Some of the documents you receive and work with may reference Royal Alliance Associate’s name.
Pershing, is the securities clearing firm with which we work to maintain your investment accounts. Some of the documents you receive and work with may reference this brokerage institution.
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