Pegasus Financial Group - Wakefield, Rhode Island

Pegasus Financial Group: A Comprehensive Overview

For individuals and families seeking expert financial advisory services, Pegasus Financial Group presents a focused and dedicated approach to wealth management. Located at 238 Robinson St, Wakefield, RI 02879, United States, and reachable at 4013641000, Pegasus Financial Group offers personalized guidance to help clients achieve their financial goals. Their website, pegasusmoney.com, provides further details about their services and team.

Company Profile: Pegasus Financial Group operates as a dedicated financial advisor firm, specializing in providing tailored solutions for a range of financial needs. While their online presence is currently limited – with 0 reviews on Google My Business and an average opinion of 0/5 – they maintain a commitment to delivering individualized financial strategies. The firm's core focus is on assisting clients in navigating the complexities of investment planning, retirement savings, and overall financial security. They prioritize building long-term relationships based on trust and transparency.

Key Services Offered: Although detailed service offerings are best confirmed directly with the firm, Pegasus Financial Group typically provides:

• Investment Management: Developing and executing investment portfolios aligned with client risk tolerance and financial objectives.
• Retirement Planning: Creating strategies for maximizing retirement savings and ensuring a comfortable retirement income.
• Financial Planning: Comprehensive financial planning encompassing budgeting, debt management, and estate planning considerations.
• Estate Planning Guidance: Working with clients to develop strategies for transferring assets and minimizing estate taxes.
• Education and Support: Providing ongoing education and support to help clients make informed financial decisions.

Location and Accessibility: Situated in Wakefield, Rhode Island, Pegasus Financial Group is strategically positioned to serve clients in the surrounding region. The office address, 238 Robinson St, Wakefield, RI 02879, offers a convenient location for face-to-face consultations. The phone number, 4013641000, facilitates direct communication with the team. The website, pegasusmoney.com, is the primary source of information and allows clients to schedule appointments and access resources.

Important Considerations: It’s crucial for prospective clients to conduct thorough due diligence before engaging with any financial advisor. Given the limited reviews currently available, it would be particularly beneficial to schedule a consultation to assess the firm’s approach and determine if their services align with individual needs. Potential clients should inquire about the firm’s investment philosophy, fee structure, and qualifications of the advisors.

Further Information and Due Diligence:

Recommendations for Potential Clients:

• Schedule a Consultation: Directly contacting Pegasus Financial Group to schedule an initial consultation is highly recommended.
• Inquire About Fee Structure: Understanding the firm's fee structure – whether it's fee-based, commission-based, or a combination – is essential.
• Verify Credentials: Confirm the advisors’ qualifications and certifications, such as Certified Financial Planner (CFP) designation.
• Assess Investment Philosophy: Ensure the firm’s investment philosophy aligns with your own risk tolerance and financial goals.
• Request Client Testimonials (If Available): While currently limited, seeking any available client testimonials can provide valuable insights.

Conclusion: Pegasus Financial Group presents itself as a dedicated financial advisor firm committed to personalized financial guidance. While lacking extensive online reviews at this time, their location and contact information provide opportunities for potential clients to connect and explore their services. Thorough due diligence, including a consultation and verification of credentials, is strongly advised before making any financial decisions.