Brett Flatern's Contact Details

Brett Flatern's Company Details

Pioneer Financial Group, Inc.

Warwick, Rhode Island, United States • 32 Employees
Financial Services

Founded in 1999, Pioneer Financial Group takes pride in continuing our development of a leading Independent Wealth Management Firm within the New England area. As of year-end 2020, we have over $781.4 million in assets under advisement and over $1.1 billion of life, DI and LTC Insurance in force for our clients. For 22 years our organization has provided a growing number of professional & business clients with a broad range of services and products specifically designed to help meet their financial needs.We offer comprehensive line of products from Financial Planning, Investment Advisory Services, Investment & Insurance Products, Estate Planning, Business Succession, & Employee Benefits Planning. Our process is education-based with a team approach.We know that education leads to empowerment and trust and believe that an informed client is a satisfied and loyal client.Certain individuals associated with Pioneer Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. Securities and Investment Advisory Services offered through Securian Financial Services, Inc. Member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA's BrokerCheck. For information about which individuals associated with Pioneer Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205. Pioneer Financial Group is independently owned and operated and offers its own suite of products and services entirely independent of Securian. 3879255 - 10/2021