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Greg Workman
Financial Advisor at Pioneer Financial
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Work Experience
Financial Advisor
Jul 2019 - Present · 5 years and 5 months
Company Details
11-50 Employees
Founded in 1999, Pioneer Financial Group takes pride in continuing our development of a leading Independent Wealth Management Firm within the New England area. As of end of Q1 2024, we have over $782 million in assets under administration and over $1.1 billion of life, DI and LTC Insurance in force for our clients. For 22 years our organization has provided a growing number of professional & business clients with a broad range of services and products specifically designed to help meet their financial needs. We offer comprehensive line of products from Financial Planning, Investment Advisory Services, Investment & Insurance Products, Estate Planning, Business Succession, & Employee Benefits Planning. Our process is education-based with a team approach. We know that education leads to empowerment and trust and believe that an informed client is a satisfied and loyal client. Securities offered through Cetera Advisor Networks, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Pioneer Financial Group is independently owned and operated.
Year Founded
1999
Social Media
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Industry
Financial Services, Agencies, Brokerages, and Other Insurance Related Activities, Finance and Insurance, Retirement & Financial Planning
HQ Location
117 Metro Center Blvd Suite 2008 Warwick, RI 02886, US
Keywords
Financial PlanningInvestment AdvisoryInvestments & Insurance ProductsBusiness Succession PlanningEstate PlanningLong Term Care Planning & InsuranceDisability Insurance ProtectioCollege Funding401k & Employee Benefits PlanningKey Person Planning
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