Preservation Financial Group

Mar 2024

Pete and his staff are extremely knowledgeable about the financial landscape we all face. Whether it be annuities or stock market offerings, they tailor plans for any need and level of risk/reward tolerance in order for their clients to be comfortable and confident in their choices. I highly recommend Pete and his staff at Preservation Financial Group!

Dec 2023

Pete and Andrew have been extremely helpful in advising and recommending a plan to consolidate our family finances. They continue to offer knowledgeable guidance and review as needed. They make themselves available for any questions we have and respond in a timely manner. Pete, Andrew, and the office staff always treat us with respect and exceptional care. My family is comforted to know that these trusted professionals are guiding us towards a secure financial future.

Nov 2023

Pete and Andrew are by far the most helpful and valuable advisors I’ve met! I honestly don’t know much when it comes to investing but they have really made things simple and clear for me. Excited to start working with them and set myself up for a peaceful and stable future!