Welcome to the main office of Porti Financial Group, located in Wexford, PA. Our firm provides comprehensive financial planning, retirement strategies, and investment management services for individuals, families, and business owners throughout the region.
At our Wexford office, you’ll receive personalized guidance built around your financial goals. Whether you’re preparing for retirement, refining your investment approach, or planning for future generations, our experienced advisors are here to support your journey.
The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. William Porti and/or Porti Tax & Financial Group, LLC are not affiliated with or endorsed by the Social Security Administration or any other government agency. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and Porti Tax & Financial Group, LLC) are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.
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