Pezzillo Financial Group

101 W Big Beaver Rd Ste 245
Troy, MI 48084

www.srretirement.com

Toll Free: (888) 886-4117

Fax: (248) 740-1465

Service Area:

Troy, Bloomfield Hills, Birmingham, Rochester Hills, Southfield, Shelby Township, Clawson, Royal Oak, Sterling Heights

Business Type:

401k Rollover, Traditional & Roth IRA, Investment Strategies, Retirement Planning, Mutual Funds, Financial Planning, Financial Consultants


 
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Pastors/Churches

Call us today to learn more about our Bible based financial workshops!!!!

Some of our most requested seminars:

  • But What If I Live--Social security, taxes, investing, health care and more
  • IRA & Withdrawals--Learn all about IRA's, taxes, beneficiaries and more
  • Estate Preservation
  • Six Mistakes Retirees Make--Six most common mistakes
  • Long Term Care Annuities

Business Information

Bible Based Financial Stewardship / Workshops / Seminars

What We Do:

Pezzillo Financial Group is a full service investment and insurance consulting firm. We specialize in retirement planning, estate analysis, investment tax strategies, 401k and IRA rollovers and transfers. We enjoy helping non-profit organizations and their members make smart financial decisions.

Pezzillo Financial Group works with individuals, families and businesses, offering financial advice, investment options, retirement plans and more. It is our goal to provide you with the information and tools you need to make knowlegable and profitible financial decisions.


Business Products:

Securities offered through Questar Capital Corporation
Member FINRA/SIPC
Advisory Services through Questar Asset Management
A registered investment advisor
PFG is independent of QCC and QAM


Business Services:

Financial Planning, Registered Investment Advisor, Investments, Insurance Consulting, Retirement Planning, Estate Analysis, Investment Tax Strategies, 401k Rollovers, 401k Transfers, IRA Rollovers, IRA Transfers, College Funding, Retirement Strategies, Gifting


Specialties:

IRA, Insurance, Investment, Estate Analysis, Estate Planning, Charitable Giving, Tax Strategies, Financial, Workshop, Seminar, Guest Speaker, Christian, Bible Based, Educator, Talk Show Host

We proudly serve the following cities and counties:

Troy, Clawson, Birmingham, Royal Oak, Bloomfield Hills, Berkley, Madison Heights, Southfield, Sterling Heights, Franklin, Huntington Woods, Pleasant Ridge, Warren, Oak Park, Rochester, Ferndale, Pontiac, Hazel Park, Utica, Auburn Hills, Keego Harbor, Detroit, Center Line, Farmington, Highland Park, West Bloomfield, Waterford, Redford, Fraser, Clinton Township, Hamtramck, Lake Orion, Roseville, Eastpointe, Drayton Plains, Livonia, Macomb, Oakland, Harper Woods, Union Lake, Saint Clair Shores, Mount Clemens, Washington, Walled Lake, Dearborn, Novi, White Lake, Dearborn Heights, Commerce Township, Clarkston, Grosse Pointe, River Rouge, Harrison Township, Northville, Lakeville, Garden City, Ray, Wixom, Westland, Melvindale, Leonard, Oxford, Inkster, New Haven, New Baltimore, Romeo, Allen Park, Ecorse, Milford, Highland, Lincoln Park, Plymouth, Canton, Wayne, Davisburg, Taylor, Ortonville, Salem, New Hudson, Armada, Milford, Southgate, Wyandotte, Romulus, Dryden, South Lyon, Almont, Riverview, Fair Haven, Anchorville, Richmond, Holly, Metamora, Hartland, Allenton, Harsens Island, Casco, Belleville, Trenton, Grosse Ile, Hadley, Goodrich, Ypsilanti, Algonac, Brighton, Oakland County, Macomb County, Wayne County, Washtenaw County


Business Details

Payment Options:

Cash, Check


Awards & Certifications:

MDRT - CFS


Business Associations:

Financial Planning Association (FPA)
Kingdom Advisors
Institute of Business and Finance
Chamber of Commerce


Year Founded:

1996


Number of Locations:

1