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Our Services

At PDI Financial Group, we provide expert assistance in the following areas:

  • Retirement strategies
  • Estate conservation
  • Insurance and annuity products
  • Employer Group Medical, Dental, Life, Disability and Vision Plans
  • Executive Compensation Plans
  • Pension and 401(k) Plans

Services offered through Cetera Advisors Network 

  • Stocks, Bonds, Mutual Funds
  • Fee-based Managed Accounts
  • Variable Annuities
  • Individual Brokerage Accounts