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Welcome to Prestwood Financial Group

Planning for Better Tomorrows

Prestwood Financial Group is committed to helping clients and their families plan for better tomorrows. We do this by having a clear understanding of your objectives and creating a plan uniquely specific to your needs. We are committed to developing lifelong relationships by providing a high level of knowledge, personalized service and maintaining the standards of integrity and professionalism.

Our Process

Growing your wealth requires patience and foresight. With our time-tested investment strategies, we’ll help you work to build long-term profitability through short-term planning.

Our Services

Prestwood Financial Group is committed to building and maintaining strong relationships with our clients. We look forward to providing you with the same level of service.

Our Team

We understand that communication is key. Our team strives to be counted on and to remain knowledgeable to help plan for better tomorrows.

Risk Management

A good defense is the best offense. Prestwood Financial Group is here to guide you through the dollars and sense of protection.

Our Areas of Experience

Market Summary

College Expense Planning &
        Education Funding Planning

Rising education costs require a forward-thinking plan. Prestwood Financial can help you prepare for one of life’s biggest investments.

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Charitable Giving*

For millions of Americans, “charity begins at home.” In addition to the immense satisfaction that comes from giving to others, charitable giving can provide tax benefits for the donor and his or her heirs when done as part of an estate plan.

*Neither Voya Financial Advisors nor its representatives offer tax or legal advice.  Please consult with your tax and legal advisors regarding your individual situation.

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Business Owners

Regardless of whether business is booming and you are constantly busy, or times are slack and you are struggling to grow your business, it may seem as if the stress involved with running a business is never-ending. However, by adjusting your approach to time management and reviewing your priorities, you can break the cycle of stress and start to feel more satisfied and in control of your life.

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