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