PM Financial Group

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670 Meridian Way Ste 123
Westerville, OH 43082
+1 (614) 889-0030
https://pmfinancialgroup.com

PM Financial Group is a well-established financial services firm based in Westerville, OH, with over 25 years of experience in wealth management and protection. With a team of nearly 50 associates, they collectively manage over $500 million in client assets and provide comprehensive services including portfolio management, advisor mentoring, and brokerage partnerships.

Committed to the ongoing education of their associates, PM Financial Group boasts a team of professionals with various industry designations such as Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU). Their advisors have been recognized with prestigious accolades, including membership in the Million Dollar Roundtable (MDRT) and General Agents International Management Award (GAMA).

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