Testimonials

David H.

"Working with PFG has been a game-changer for me and my financial peace of mind. From the very first meeting, their team took the time to really understand my goals-both short-term and long-term-and designed a strategy that reflects what matters most to my life. Their advice is clear and honest, and they're always available to answer questions- even the ones I didn't know I had.

What's most impressive is how they help me feel confident about my finances. I've seen real progress: increasing my savings, reducing unnecessary fees, and structuring my investments in a way that aligns with my comfort with risk-without ever feeling pressured.

I trust PFG with more than just my investments-they've earned my confidence as a partner in my financial future"

Client since 2015

Ernest G.

In the journey of finding a new financial partner, talking to several candidates, I came across Peter Kizis and his staff at PFG. The staff is fabulous, responsive, knowledgeable, and personable. There was a resurgence of trust in the retirement process, I could go on and on.

Barbara R.

I could not be more pleased with the financial knowledge and guidance that Linda has provided for me over the past couple of years. Sometimes life throws you a curve ball and you need to adjust quickly and efficiently in a realm that seems foreign and intimidating.  

When I found myself in a new position in life a few years ago, I needed to get accurate, pertinent information so I could make solid, informed decisions about my financial situation and my future. Linda is so easy to speak with and walked me through a variety of different financial options and plans so that I could decide the direction to go in. I felt empowered and completely in charge of my financial world. Her kindness and sincerity is refreshing along with the confidence she instills. She met me at my level and built me up from there! I am so fortunate to have found her.

Carol and Rich W.

Thank you Linda for your unique perspective for enhancing our portfolio over the last 20 years. We have greatly benefitted from your expertise. You continually prove your financial acumen, taking into account our personal needs and values. You always take the time to listen and incorporate our ideas into our financial plan. We feel truly blessed to be sharing our dreams of retirement with ease with your guidance and understanding. 

Our son and grandchildren are also fortunate for the individual planning you have provided us all. Thank you!

Lynn Y.

I have been a client for approximately 5 years. My wife passed away 7 years ago from cancer. I had heard many good things about the company. I wanted to feel safe and comfortable with investing what will be my life savings. I am 68 and toward the down side of making money to invest. From the beginning I have had safe, sensible, and informative advice from the company. I am treated like it is their life as well as mine. Just a wonderful group of professionals.

John K.

More than 40 years ago Peter Kizis, of PFG, and I began our Life Insurance relationship. That relationship has endured based on mutual respect, trust, and honest sharing of information. Over the years Peter has provided his wise counsel to me on difficult personal matters, including divorce and business partner transition. In addition, throughout Woodloch’s growth from boarding house to the #1 Family Resort in America (USA Today), with 1,300 Team Members, Pete has offered outstanding programs and services for our growing business. Pete has always been knowledgeable, current and thinks outside the box when necessary.

Pete and his company have a very hands-on personal approach to their business. In fact, he is often on the Woodloch Campus meeting with all levels of the Woodloch Team. His relaxed but professional style works very well in our Family owned and operated business. Woodloch prides itself on our tradition of personalized, genuine, from the heart, hospitality and Pete’s philosophy mirrors that tradition. That is why my 5 children active in the business, all independent thinkers, have chosen Peter as their insurance representative.

Peter has expanded the offerings of PFG by adding an exceptional investment professional, Linda Suda. Linda has added a new dimension to the traditional insurance relationships that PFG has offered. I have found her to be professional, knowledgeable, current thinking and very responsive. Linda has been impressive with her research and thorough reporting on all financial opportunities. I have a high level of confidence in her abilities. In fact, I have moved a significant number of my accounts to her personal management.

Gino B.

I was introduced to Peter in 2015, shortly after selling my business. I was looking for an investment advisor who could help build a strategy for protecting my investments while offering potential for long-term growth. Peter took the time to understand my needs and risk tolerance. He helped me develop a plan that has not only performed well, but also helped eliminate the stress that market fluctuations can cause.

Jill D.

I have worked with Linda Suda for many years. I have felt an implicit trust in her judgement, knowledge, and character from day one. She strives in every way to be a master of her craft, and she is. She is thorough not only in carrying out plans, but in explaining all the ins, outs, and possibilities of investment and beyond. In addition, she is an excellent listener and takes time to understand her clients' expectations and needs. Her promptness is second to none; when anything is needed, she is ON it with precision. Linda is exceptional in her work ethic, friendliness, availability, and efficiency. I am very fortunate to have her looking after my financial well-being with innovative ideas and care that is essential to successful long term financial planning.

Mitchell C.

I did not grow up with any means, but through hard work and some good fortune, I  eventually found myself needing guidance on how to protect and grow what I had earned.  For many years, Peter and his team have been a guiding light, helping me navigate a forest of financial confusion. With decades of experience, Peter has helped me create a logical and stable, financial plan built like a pyramid—with a strong foundation.

Together, we carefully established college savings plans for my children and grandchildren, addressed retirement planning for my wife and I, and put thoughtful measures in place to build a meaningful legacy. Peter and his team have introduced me to appropriate investment and insurance products I would never have discovered on my own or through traditional brokers. They approach every matter as true fiduciaries, with a sincere and holistic mindset.

What began as professional guidance has grown into something far more significant. Peter has become not just a trusted advisor, but a cherished and essential member of my inner circle. I would highly recommend working with him and his team at any age or income level if your goal is to attain true financial security.