PJ Advisor Group has dedicated and experience support team to ensure you and your clients have a smooth transition. Through thoughtful planning, training and communication we are here to support you every step of the way.
Through a fully integrated, web-based technology platform, we ensure you have access to what you need, when you need it. Client and operations management systems improve workflow efficiency and free you up to focus on what matters the most, your clients.
Our business management support and consulting service are customized to your needs. PJ Advisor Group is here to help you manage your organization and build a plan for the future through smart planning.
Whether your focus is on comprehensive financial planning, retirement plans, insurance solutions or investment management, PJ Advisor Group is here to help you succeed.
Solutions for Advisors by Advisors
PJ Advisor Group provides real-time invaluable resources and solutions to financial advisors and their firms. From improving operational efficiencies to assisting in complex case design, PJ Advisor Group is committed to providing advisors what they need, when they need it. Founded in 1996 to support like-minded advisors develop efficient and successful firms, PJ Advisor Group is now licensed in 38 states and servers over 60 financial advisors and their clients.