Preservation Financial Group
Financial AdvisingHours:
1695 Metropolitan Cir 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
February 2026
Pete and his staff treat you like family. They all know you by name when you walk in the door. I am extremely pleased with the service I’ve gotten over the years and highly recommend them.
October 2025
Pete and his whole team have been very helpful to us in planning our future and our present needs. They always make us feel welcome. We consider them friends.
September 2025
Bet professional and helpful. Puts things in layman’s terms so they’re easy to understand
More Comments(69)
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