Does the PFP Group sell stocks or other investments?
No, the PFP Group does not act as a stock or investment broker on behalf of its clients. That said, the PFP Group will work with it’s clients to assist in creating a balanced portfolio of investments based upon an individuals investment plan. Such investments within a portfolio could include Life Insurance products, Annuities, Real Estate Investments, Private Equity Placements, Securities, Bonds, CD’s and other derivative investment vehicles. None of the previously mentioned investments are “sold” by the PFP Group to the investor other than the Insurance and Annuity contracts.
