Progressive Financial Services

At Progressive Financial Services, we focus on developing comprehensive financial packages for individual investors and business owners.  The result is a customized financial plan that focuses on growth and presevation of wealth while minimizing income tax, reducing capital gains tax and development of appropriate estate planning techniques. Our focus is to work together with clients to develop a balanced portfolio that meets their risk tolerances while accomplishing their individual financial goals. 

We have formed alliances with specialized professionals in numerous supportive industries to ensure all strategies are the absolute best fit for our clients unique financial needs.

Progressive Financial Services commitment to its community extends beyond simply offering financial services.  We are committed to people and evaluating their financial situations while giving them the tools necessary to make good financial decisions.

Please Note:  Stocks, mutual funds and variable products are not suitable for all investors.  Before making any purchase you should carefully read the product prospectus and prospectuses for the underlying investment portfolios of variable products.  In addition to carefully reviewing the prospectus you are advised to consider the investment objectives, risks and charges and expenses of the investment before investing.  A prospectus may be obtained from our office or directly from the mutual fund company, insurance company or offering entity.