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Company Overview

Progressive Financial Concepts is an independently owned financial services firm located in Scottsdale Arizona. Through our broker/dealer, SagePoint Financial, we offer a wide array of wealth management products and services. 

PFC has always held onto the idea of a single establishment where affluent individuals/businesses can obtain unbiased and personalized advice from a team of advisors.


  • Office in beautiful Scottsdale, Arizona… perfectly positioned to service our clients across the southwest. 
  • In-house advanced planning team with financial planners on staff to assist our advisors with their clients and their counsel*.
  • Investment Strategy Committee - A team of our more experienced financial advisors with extensive investment experience.
  • Our securities and investment advisory business is done through Sagepoint Financial, Inc., one of the nation’s larger independent broker/dealers.