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Our technology offering can be customized to fit your unique office needs. We can provide a comprehensive technology suite to outfit your entire office, or you can pick an a la carte selection of your choosing.

Financial Planning

eMoney

Money Guide Pro

Advice Pay

Paperless

DocuSign

LaserApp

RedTail

Citrix ShareFile

 

Reporting 

Black Diamond

Repertoire

Cybersecurity

LastPass

Cisco AMP

Cisco Umbrella

Communication

RingCentral Office

Email hosting

Social media supervision

Client texting app

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Consulting 

The Level 7 Labs team assists your office with special projects and on-demand troubleshooting.

Our Technology and Compliance departments work together closely to ensure all vendors and systems pass our due diligence measures, so that you don't have to.

Our priority is making your office as efficient and secure as possible, while allowing you to deliver an impressive experience to your clients.

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Contact

PFG

Recruiting: (814)231-2227

Office: (814) 238-0544

Toll-Free: (800) 238-1734

Fax: (814) 235-3500

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476 Rolling Ridge Drive

Suite 333

State College, PA 16801

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info@pfginc.com

Check the background of your financial professional on FINRA's BrokerCheck.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Advisor Launchpad to provide information on a topic that may be of interest. Advisor Launchpad is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

 

Registered Representatives offering securities through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency, LLC), member FINRA/SIPC. Advisory Services and Financial Planning offered through Vicus Capital, Inc., a Federally Registered Investment Advisor. Cetera is under separate ownership from any other named entity.

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This site is published for residents of the United States only. Registered representatives of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information, please contact the representative(s) listed on the site or visit the Cetera Advisor Networks site at www.ceteraadvisornetworks.com.

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Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services

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© 2024 PFG, Inc.

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