Preservation Financial Group
Financial Advising
Hours:
1695 Metropolitan Circle Ste 1, Tallahassee FL 32308
Hours
About Preservation Financial Group
Preservation Financial Group is a highly regarded financial advisory firm known for its knowledgeable and committed staff. Led by Pete and Andrew, the team tailors personalized plans to meet clients' diverse financial needs and risk preferences, ensuring they feel comfortable and confident in their choices. Many clients express satisfaction with the firm's exceptional service, timely guidance, and Christian values, which help foster a secure financial future. Clients appreciate the team's efficiency and friendliness, noting that they are always available to discuss financial matters or answer questions. With a strong track record in managing IRA accounts, clients feel blessed to have their financial goals in such capable hands.
Most Recent Reviews
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September 2026
We have been thoroughly pleased w services from Pete, Andrew, Chris and Karen. Professional and friendly. Any and all questions answered to make sure you are comfortable with the plans. Highly recommend.
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August 2026
The employees were very friendly and super helpful.
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August 2026
My Mother recently passed and Andrew made things so easy and smooth. Very kind and considerate people. They did everything for me and I can’t thank them enough.
More Comments(75)
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Tallahassee, Florida
