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.

Developing a retirement strategy? It's critical to know the differences between investment types.
09/07/2026

Developing a retirement strategy? It's critical to know the differences between investment types.

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:
09/04/2026

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

Tracking cash flow provides a clear view of your finances, highlighting tax-advantaged opportunities and enabling you to...
09/02/2026

Tracking cash flow provides a clear view of your finances, highlighting tax-advantaged opportunities and enabling you to make informed decisions. Explore how cash flow management can help you stay on track and create tax savings.

Looking to minimize taxes? Learn how understanding cash flow can help you keep more of your money and work toward your goals.

This Monthly Recap summarizes market performance, major events and news from August 2026. Read more here:
09/02/2026

This Monthly Recap summarizes market performance, major events and news from August 2026. Read more here:

U.S. stocks returned to gains in August after the S&P 500 and Nasdaq Composite both ended negative the prior two months while the Dow Industrials capped a…

What will this week's economic data mean for rate hike odds? Join Chief Market Strategist Brian Klimke on this week's ep...
08/31/2026

What will this week's economic data mean for rate hike odds?
Join Chief Market Strategist Brian Klimke on this week's episode of as he breaks down key reports on manufacturing, services, employment, and Friday's closely watched jobs report. With the Fed meeting just two weeks away, markets will be looking to see whether the data strengthens or weakens the case for another hike.

“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...

The average college senior graduates with credit card debt. How will your kids manage money?
08/31/2026

The average college senior graduates with credit card debt. How will your kids manage money?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.
08/28/2026

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

Worried that inflation may rise in the years ahead? You’re not alone.
08/26/2026

Worried that inflation may rise in the years ahead? You’re not alone.

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Markets face plenty of uncertainty, but investors may be looking past the next rate decision and toward Jackson Hole.In ...
08/24/2026

Markets face plenty of uncertainty, but investors may be looking past the next rate decision and toward Jackson Hole.
In this week's episode of , CIO Gene Goldman discusses what to expect from the first Jackson Hole symposium under Fed Chair Kevin Warsh, including the future of Fed communications, the message behind rising Treasury yields, and how policymakers are navigating an economy that is sending mixed signals.

“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 life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for you...
08/24/2026

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for your family and financial situation.

Estimate how much life insurance coverage may be appropriate for your situation.

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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