Team

Company Overview

Progressive Financial Concepts is an independently owned financial services firm located in Scottsdale Arizona. Through our broker/dealer, LPL 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.

Highlights

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 LPL Financial, one of the nation’s larger independent broker/dealers.