Pegasus Financial Group - Wakefield, Rhode Island

Pegasus Financial Group

Pegasus Financial Group is a professional entity located in the heart of Wakefield, Rhode Island, at 238 Robinson St. This financial advisory firm is deeply committed to helping individuals and families navigate the complex world of finance, offering a wide range of services tailored to meet the unique needs of each client.

Specialties

• Financial planning
• Investment management
• Retirement planning
• Estate planning
• Tax planning

At Pegasus Financial Group, they believe in building strong, lasting relationships with their clients, founded on trust, integrity, and open communication. They take the time to understand each client's financial goals, risk tolerance, and personal values, and then craft a customized strategy to help them achieve their objectives.

Location and Contact Information

Pegasus Financial Group is situated at 238 Robinson St, Wakefield, RI 02879, United States. This prime location in the scenic town of Wakefield makes it easily accessible for clients from the surrounding areas. The phone number to reach the firm is 4013641000. Alternatively, you can visit their official website at pegasusmoney.com for more information.

Given their commitment to providing comprehensive financial advice and their convenient location, Pegasus Financial Group is an excellent choice for individuals and families seeking a trusted financial advisor in the Wakefield area.

Client Reviews

As of now, Pegasus Financial Group has no reviews on Google My Business. This lack of reviews could be due to the firm's focus on personalized service and long-term client relationships, which might result in fewer, but more in-depth interactions with clients. However, it is always a good idea for potential clients to look for reviews on other platforms or ask for references to get a better understanding of the firm's services.