Investing the Time to Help Protect Your Future
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Pride Financial Advisors — Comprehensive Financial Solutions

Setting financial goals begins with a solid strategy.

At Pride Financial Advisors, we provide comprehensive financial solutions to help you meet your life goals and financial planning needs. We cater to seasoned executives and professionals, and specialize in serving family-owned businesses, manufacturing business owners, as well as physicians and nurse practitioners. Most importantly, we are here to help you prepare for life’s challenges and transitions.

Our comprehensive financial solutions include Investment Management, Business Succession, Estate Planning, Financial Planning, Risk Management/Survivorship, Retirement Planning, Executive Benefits, 401(k)/Profit Sharing/SEP, and Long-Term Care. Our Financial Planning expertise includes Divorce Planning, and Charitable Planning.


Areas of Expertise


Pride Financial Advisors — Investment Management — The market will fluctuate. Our experience can help you manage your investments and mitigate market risks.

Investment Management

The market will fluctuate. Our experience can help you manage your investments and mitigate market risks. Learn more >


Pride Financial Advisors —Tax Reduction Strategies — No one should pay more taxes than they have to. Our goal is to help you keep more of your money—so you can do more with it.

Business Succession

Determining an appropriate and financially feasible transfer of your business is never easy. We can help. Learn more >


Pride Financial — Estate Planning — Everyone has an estate, so it's important to put plans in place and in writing so your wishes will go on fulfilled to your heirs.

ESTATE PLANNING

Everyone has an estate, so it’s important to put plans in place and in writing so your wishes will go fulfilled for your heirs. Learn more >


Pride Financial Advisors — Financial Planning — Financial planning is about planning the story of your life. And it’s never too early to start planning your financial future.

Financial planning

Financial planning is about planning the story of your life. And it’s never too early to start planning your financial future. Learn more >


Pride Financial Advisors — Risk Management — Let's take a deeply personal look at your life and work to help uncover the risks that may come when you least expect it.

risk management | survivorship

Let's take a deeply personal look at your life and work to help uncover the risks that may come when you least expect it. Learn more >


Pride Financial Advisors — Retirement Planning — We ask crucial questions and real-world advice, because it’s about more than money. It’s about the life you want to live.

retirement planning

We ask crucial questions and offer real-world advice, because it’s about more than money. It’s about the life you want to live. Learn more >


Pride Financial Advisors — Executive Benefits — Some people are, quite simply, critical to your business. So make sure your key people have key benefits.

Executive benefits

Some people are, quite simply, critical to your business. So make sure your key people have key benefits. Learn more >


Pride Financial Advisors — 401(k), Profit Sharing, SEP — We specialize in working with business owners to craft the right employee benefits package from A to Z.

401(k) | profit sharing | sep

We specialize in working with business owners to craft the right employee benefits package from, A to Z. Learn more >


Pride Financial Advisors — Long-Term Care — Plan ahead now, so you’ll have comfort, care and assistance available if and when it’s needed.

long-term care

Plan ahead now so you’ll have comfort, care, and assistance available, if and when it’s needed. Learn more >


 
 

Want to learn more about our Diversified, Balanced and Strategic approach to investing?