Pioneer Financial Group

Pioneer Financial Group Founded in 1999, Pioneer Financial Group takes pride in continuing our development of a leading Independent Wealth Management Firm within the New England area.

As of end of 2024, we have over $928 million in assets under administration and over $1.9 billion of life, DI and LTC Insurance in force for our clients. For 22 years our organization has provided a growing number of professional & business clients with a broad range of services and products specifically designed to help meet their financial needs. We offer comprehensive line of products from Fina

ncial Planning, Investment Advisory Services, Investment & Insurance Products, Estate Planning, Business Succession, & Employee Benefits Planning. Our process is education-based with a team approach. We know that education leads to empowerment and trust and believe that an informed client is a satisfied and loyal client. Securities offered through Cetera Advisor Networks, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Pioneer Financial Group is independently owned and operated.

Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often...
06/17/2026

Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

The Fed meets Tuesday and Wednesday, and while everyone’s expecting no change, there are still a couple things to keep a...
06/15/2026

The Fed meets Tuesday and Wednesday, and while everyone’s expecting no change, there are still a couple things to keep an eye on—like the new dot plot and what’s next under the new Chair. CIO Gene Goldman reminds us that a Fed hold may not be exciting, but consistency counts. See more in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

06/15/2026

How long does it take your money to double? The answer might surprise you. Enter a rate of return and see the Rule of 72 in action.

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care mi...
06/12/2026

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care might cost and how to prepare.

Estimate potential long-term care costs and what coverage may help address them.

Thinking about refinancing your student loans? Compare your current terms with a new rate to see if refinancing could re...
06/10/2026

Thinking about refinancing your student loans? Compare your current terms with a new rate to see if refinancing could reduce what you pay over time.

Compare your current student loan terms to a potential refinance to see if it makes sense.

Read the latest issue of Retire Wise here:
06/09/2026

Read the latest issue of Retire Wise here:

Families often struggle to find meaningful ways to pass down their values. While wealth, heirlooms, or traditions can be transferred with relative ease,…

Markets hit pause after a 9-week rally, with a Friday pullback shifting focus to a busy week ahead. Key themes include t...
06/08/2026

Markets hit pause after a 9-week rally, with a Friday pullback shifting focus to a busy week ahead. Key themes include the SpaceX IPO, fresh inflation data, and Middle East developments. Chief Market Strategist Brian Klimke discusses the Fed’s next move and what is driving the markets and what’s just amplifying the noise in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

How much should you have in an emergency fund? Use this calculator to figure out your target based on your monthly costs...
06/08/2026

How much should you have in an emergency fund? Use this calculator to figure out your target based on your monthly costs and personal comfort level.

Find out how large your emergency fund should be based on your monthly expenses.

No team wins with just one superstar, and no portfolio should bet on just one market. With the World Cup as a backdrop, ...
06/05/2026

No team wins with just one superstar, and no portfolio should bet on just one market. With the World Cup as a backdrop, the Cetera Investment Team explains why portfolios with global exposure are better equipped to adapt, adjust, and stay competitive no matter how the game changes.

The 2026 FIFA World Cup features a record 48 teams from six continents, with matches held across the United States, Canada, and Mexico. Billions of viewers…

Passing down a legacy isn’t only about what transfers on paper.It’s also largely about communicating and passing down yo...
06/05/2026

Passing down a legacy isn’t only about what transfers on paper.

It’s also largely about communicating and passing down your family’s values.

Share money lessons in retirement, update estate plans, and pass down a clear legacy mindset to kids and grandkids.

Address

117 Metro Center Boulevard, #2008
Warwick, RI
02886

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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