PM Group Financial Services, PLLC
Ronald M. Oddo, Principal
CHBC, CFP™, AAMS®, CDFA™, EA, CAS®, CTRS
480-990-3510
ronald.oddo@lpl.com
Welcome

Today's investment climate offers unprecedented opportunities. At PM Group Financial Services, PLLC, our mission is to help clients take advantage of those opportunities by providing them with three key tools:

-  A clear understanding of their financial goals.
-  A well-defined roadmap for working toward those goals.
-  Ongoing advice to help adjust their roadmap when their needs change.

Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to work toward both short- and long-term objectives. On our Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our Web site often, as our content is constantly changing. For help with your financial management, or for more information on PM Group Financial Services, PLLC., please contact us today at 480.990.3510.

Latest Video Client Alert
Tell A Friend Tell A Friend
 
 
 The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and cannot be invested into directly.

The tax information provided is not intended to be a substitute for specific individualized tax planning advice. We suggest that you consult with a qualified tax advisor.

Securities offered through LPL Financial, Member FINRA/SIPC