Pioneer Financial Group

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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 Financial 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.

Last week’s sell-off raised new questions about the market outlook. This week on  , Brian Klimke breaks down what drove ...
11/02/2026

Last week’s sell-off raised new questions about the market outlook. This week on , Brian Klimke breaks down what drove the weakness in tech stocks, why investors are focused on earnings guidance over headline results, and how key economic data, geopolitics, and the midterm elections could shape markets in the days ahead.

“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...

Choices, choices, choices. Make sure you know the benefits and limitations before committing your money.
11/02/2026

Choices, choices, choices. Make sure you know the benefits and limitations before committing your money.

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

There are benefits and limitations when using a living trust.
10/30/2026

There are benefits and limitations when using a living trust.

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.
10/28/2026

Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.

Overview of Medicare Advantage, what’s in them, special rules, and more.

Who you gonna call? This week, CIO Gene Goldman is joined by two very special guests as he suits up for Halloween with h...
10/26/2026

Who you gonna call? This week, CIO Gene Goldman is joined by two very special guests as he suits up for Halloween with his baby twins in a Ghostbusters-inspired edition of .
Beyond the costumes, Gene breaks down the biggest event on investors’ radar: the upcoming Fed meeting. Will policymakers hold rates steady, signal a December hike, or surprise markets? Tune in as he explores inflation trends, Fed messaging, and the key signals investors should be watching this week.

“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...

Retirement is the start of your next big adventure. What type of retirement do you dream of? Read more here:
10/26/2026

Retirement is the start of your next big adventure. What type of retirement do you dream of? Read more here:

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

The AI trade isn't ending. It's expanding. Cetera's latest commentary examines what's driving the recent selloff, where ...
10/23/2026

The AI trade isn't ending. It's expanding. Cetera's latest commentary examines what's driving the recent selloff, where they see opportunities emerging, and why staying invested still matters.

The AI trade isn't ending. It's expanding. Our latest commentary examines what's driving the recent selloff, where we see opportunities emerging, and why…

10/23/2026

How much is enough for your emergency fund?

Do your financial concerns feel stressful? Take a look at this video for some best practices when it comes to your finan...
10/21/2026

Do your financial concerns feel stressful? Take a look at this video for some best practices when it comes to your financial strategy.

An amusing and whimsical look at behavioral finance best practices for investors.

Read the latest issue of Financial Watch here:
10/19/2026

Read the latest issue of Financial Watch here:

You can do everything right online and still end up on a spreadsheet you never agreed to be part of. In this month's Financial Watch, learn how to respond…

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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