You are here: Home Business Finance Boutique Oakland Investment Firm Provides Personal Wealth Management Services...

Boutique Oakland Investment Firm Provides Personal Wealth Management Services for Women

March 8, 2010

PF Wealth Management Group provides personal wealth management services, that encompass investment and retirement planning along with estate and insurance services to affluent Oakland and San Leandro




FOR IMMEDIATE RELEASE
(Free-Press-Release.com) March 8, 2010 -- Boutique Oakland Investment Firm Provides Personal Wealth Management Services for Women

PF Wealth Management Group provides personal wealth management services, that encompass investment and retirement planning along with estate and insurance services to affluent Oakland and San Leandro women.

PF Wealth Management Group are the Oakland Financial experts that listen to clients, and build a custom portfolio for each client.

While investment performance is important, what is more important is having a financial professional who will be responsive to your questions about your individual financial needs.

Our clients are smart, intelligent, and professional women who seek answers to their financial questions without being told they need to buy something. They have worked hard to achieve a quality of life that is meaningful, but don’t to have to worry about their quality of life being jeopardize because they failed to focus enough on their financial future.

We are a boutique firm, which enables us to take a special interest in each of our clients and their planning needs. We focus on their life values and planning needs and look for solutions in helping to achieve their the goals that matter most to them and their family. We strive to protect their efforts to achieve their overall goals by acting in their best interest when recommending investment and insurance solutions.

Our job is to be smart, intelligent, and work hard in helping our clients plan and achieve their financial objectives. PF Wealth Management Group provides personal wealth management services, that encompass investment and retirement planning along with estate and insurance services to affluent women.

We will also be approaching law firms with 15 – 25 employees for our group retirement services.

Call now for a FREE financial guide for your financial planning.

PF Wealth Management Group, LLC
1999 Harrison Street, Suite 1650

Oakland, CA 94612
(800) 750-5764 X 704
(510) 839-8305 Fax

www.pfwealthgroup.com
frank@pfwealthgroup.com


Share |


Contact Information

  • Name: intellimedia

    Company: PF Wealth Management Group, LLC

    Telephone: (800) 750-5764 X 704

    Email: ***@intellimedia.us





Upcoming Trade ShowNew Press NewsNew Exclusive News More Press News

  • Traders Expo - International Exposition 2012
    Traders Expo - International Exposition 2012 When: 2012.02.19~2012.02.22
    Where: New York,United States
    Industry: Business Services
  • ISSWSH Annual Meeting 2012
    ISSWSH Annual Meeting 2012 When: 2012.02.19~2012.02.22
    Where: Jerusalem,Israel
    Industry: Business Services
  • ICBE - International Conference on Business and Economics 2012 When: 2012.02.19~2012.02.21
    Where: Penang,Malaysia
    Industry: Business Services


  • Post your news to the World.See you news here immediately. It's easy and free!
    Create free account or Login.