Making Your Money Work for You

Profile Financial Services 

The core of investing properly is starting with a plan - a plan that's customized for you.
At Profile, we take the time to understand our clients' needs and wants, as well as their experience and risk tolerance. Only after we have a clear understanding of their situation will we suggest an asset allocation and guide them through the process of opening an investment account. 

All trades are done through our U.S. broker-dealer, Portfolio Resources Group, Inc. As a PRG client you have access to a variety of investments and services, such as:  
  • U.S.-based brokerage and IRA accounts
  • Stocks, bonds, mutual funds, and ETFs
  • FDIC-insured bank deposits (CDs)
  • Checking account and Visa debit card
  • Institutional portfolio management services

The core aspects of Profile's services are regular personal financial reviews and financial education. Our primary commitment is to help you achieve long-term financial success.