Pegasus Financial Group - Wakefield, Rhode Island

Pegasus Financial Group represents a financial advisor firm located in Wakefield, Rhode Island. Situated at 238 Robinson St, Wakefield, RI 02879, United States, the company operates with a dedicated phone number: 4013641000. Individuals seeking professional financial guidance can access further information and resources through their website: pegasusmoney.com.

Overview of Pegasus Financial Group

Pegasus Financial Group specializes in providing personalized financial planning services to individuals and families. They focus on building long-term relationships based on trust and expertise. While they offer a range of services, their core competency lies in helping clients achieve their financial goals, encompassing retirement planning, investment management, estate planning, and insurance needs. The firm’s approach is centered around a thorough understanding of each client’s unique circumstances and objectives.

Location and Contact Information

The firm’s physical address is 238 Robinson St, Wakefield, RI 02879. This location allows for direct, in-person consultations, fostering a sense of familiarity and trust for clients. Their telephone number, 4013641000, facilitates convenient communication for scheduling appointments and discussing financial matters. The website, pegasusmoney.com, serves as a central hub for information, including details about the team, services offered, and contact forms.

Services Offered

Pegasus Financial Group offers a comprehensive suite of services designed to address various aspects of a client’s financial life. These services typically include:

• Investment Management: They assist clients in developing and implementing investment strategies aligned with their risk tolerance and financial goals. This may involve portfolio construction, asset allocation, and ongoing monitoring and adjustments.
• Retirement Planning: The firm helps clients plan for a secure retirement by projecting income needs, evaluating savings strategies, and considering tax implications.
• Estate Planning: They collaborate with legal professionals to help clients establish wills, trusts, and other estate planning documents to ensure their assets are distributed according to their wishes.
• Insurance Planning: Pegasus Financial Group analyzes clients’ insurance needs, including life, health, disability, and property insurance, to provide appropriate coverage.
• Financial Education: They provide clients with the knowledge and tools necessary to make informed financial decisions.

Client Feedback and Reputation

Currently, Pegasus Financial Group has 0 reviews on Google My Business, indicating a limited public record of client feedback. The average opinion is 0/5, suggesting a lack of readily available reviews. This absence of reviews presents a challenge in assessing the firm’s reputation based on external sources. It’s important for potential clients to conduct their own due diligence and seek independent verification of the firm’s credentials and performance.

Key Features and Considerations

Here’s a breakdown of key features and factors to consider when evaluating Pegasus Financial Group:

Further Research is Recommended: Due to the absence of publicly available reviews, it is strongly advised that potential clients conduct thorough research before engaging with Pegasus Financial Group. This should include verifying the advisors’ credentials, checking for any disciplinary actions, and seeking references from current or former clients. Contacting the firm directly to discuss their approach and experience is also highly recommended.

Contact Information Summary

To contact Pegasus Financial Group:

• Address: 238 Robinson St, Wakefield, RI 02879
• Phone: 4013641000
• Website: pegasusmoney.com