Resources

View My Accounts

View My Accounts

View My Accounts

My Phocus Planning Portal

Risk Tolerance Survey

Weekly Market Update

Fiduciary Briefcase

logo-Quility

Instant Life Insurance

Please fill out the following form for an insurance quote from Quilty.

Securities offered through Securities America, Inc member FINRA/SIPC. Financial Advice & Investment Advisory Services offered through PFG Advisors, a Registered Investment Advisor (RIA). Phocus Financial, PFG Advisors, and Securities America, Inc. are separate entities.

Regulation Best Interest: Government Guidelines and Updates

October 14th, 2021|Comments Off on Regulation Best Interest: Government Guidelines and Updates

In our ongoing commitment to keep you informed with the most recent changes in our industry and any new regulations that govern how we provide investment recommendations to you, we wanted to provide the most [...]