LPL's 2012 Economic Outlook - click here

 

eMoney video - Life in a Box

 

EVENTS:

Taking Control: A Financial Management Workshop For Women
Four-session workshop to be held on consecutive Wednesdays in 2012
January 11, 18, 25 and February 1
Noon to 2 PM, Darien Community Association
$65 fee for DCA members, $85 for guests - fee includes lunch and workbook
For more information, please email admin@pricefinancialgroup.com
 

RECENT NEWS

Winter 2011 - Lori recently attended the 6th annual Barron's Winner's Circle Top Women Advisors Summit, hosted by Barron's magazine to promote best practices in the industry. The invitation-only  conference was held at the Breakers in Palm Beach, FL. To see the press release, click HERE

 

Price Financial Group joined more than 700 friends and supporters to celebrate making a difference for women and girls in Fairfield county. Click here to learn more about the Fairfield County Foundation for Women and Girls.

 

In March, Lori attended the Barron's Top Independent Advisors Summit in Orlando, FL.

 

Congratulations!!! Lori recently received an acknowledgement from Five Star Wealth Manager in the December 2010 issue of Connecticut Magazine. Click here to see the article.*

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Mission Statement

"We empower women and retirees to embrace their financial future with optimism and the confidence of knowing they have a plan in place to not outlive their money."

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Our Focus

At Price Financial Group, we understand that your world is constantly changing. While change can be difficult, it is a normal part of life. As your financial Life partner, we'll help you integrate your finances with your life's work and personal goals. Together we will seek to create a sense of financial stability and purpose so you can embrace times of transition as opportunities for positive transformation and growth.

We believe in financial competency built upon continuing education, training and communication that defines our mutual understanding and trust. These are the commitments we make to each of our clients. If you're looking to grow and protect your wealth through life's transitions, the partner of choice is clear: 

1) we identify your needs

2) we fully analyze and evaluate your personal situation

3) we give you input, advice & recommendations to help you make timely, informed decisions about your investments, taxes, insurance, retirement and estate planning needs

4) we are there for you on an ongoing basis to help you deal with all of your financial issues over time.

 

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www.finra.org

www.sipc.org

*The FIVE STAR Best in Client Satisfaction Wealth Manager Program is conducted by Crescendo Business Services LLC. (Crescendo). The rating was awarded to less than 2 percent of the wealth managers in Connecticut, for the year 2010. Each wealth manager was evaluated based on surveys conducted with over 113,00 consumers as well as over 16,300 financial professionals, and are evaluated across nine different attributes-customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting financial objectives, post-sale service, quality of recommendations, and overall satisfaction. Both favorable and unfavorable evaluations are incorporated in to the overall evaluation score. Each wealth manager is also reviewed for regulatory actions, civil judicial actions, and customer complaints as reported to FINRA. The FIVE STAR Wealth Managers do not pay a fee to be included in the research or final list of Wealth Managers. The score reflects an average of all respondents and may not be representative of any one client's evaluation. Working with a FIVE STAR Wealth Manager does not guarantee future investment success.