Your money retirement family
deserves the best

Our modern approach to financial planning helps you focus on what really matters.

What we do

Achieving financial prosperity requires a clear vision.

Whether you are saving for a specific goal or navigating retirement, The Retirement H.E.A.L.T.H. Stress-test© helps you plan for a purpose.

Success stories

Who do you identify with?

Find a success story similar to your situation.

Names and identifying details have been changed to protect the privacy of individuals.
“We need to get organized.”
Mike and Mary

Late 50s

Most of retirement is through employers in different accounts

Want to know what it means to create a financial plan

“I’ve never had a financial planner before.”
Carrie

Single, retiring next year

Retirements savings all in employer plans

Wants to know how we could help her

"Reduce my taxes."
Bill and Sally

Mid 60s

Have pensions

Need a strategy to get income in retirement

“Do we have enough?”
Don and Jenny

Retire in less than 5 years

Worried that taxes might go up

Most of investments in IRAs and 401ks

Our services

You are not a spreadsheet, you are a person.

We act as your partner and advocate to ensure that you make smart financial decisions. Our core values are designed to help you build the confidence needed to pursue your goals and live your best life.

FINANCIAL PLANNING

Selecting your employee benefits package

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INVESTMENT MANAGEMENT

Protecting your nest egg

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RETIREMENT PLANNING

Retirement income strategies

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TAX PLANNING

Estate planning

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FINANCIAL PLANNING

Financial planning

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ESTATE PLANNING

Inheritance tax

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Testimonials

What Our Clients Say

Real stories from clients who trust Pine Grove Financial Group with their financial futures.

Contact us Frame-624689
Mask group (35)

98.6%*

Client Retention Rate

*Measured annually based on retained clients since 2018.

Dealing with money has always been an emotionally charged thing for me. I was really scared going into this whole process but Jeff Clark immediately put me at ease. He acknowledged my feelings and told me it was pretty common for people to feel that way about money. I'm delighted to say we've got a solid retirement plan and we'll actually be able to retire earlier than I ever thought. Jeff and Dean gave made this process easy and explained every step of the way. I'd definitely recommend Pine Grive Financial to friends and family and already have!

Mask group (36)

98.6%*

Client Retention Rate

*Measured annually based on retained clients since 2018.

Jeff Clark is a fantastic advisor. He has the heart of a teacher, explaining the why behind recommendations. He also never pressures you to do anything and respects decisions you make. If you're looking for someone who you know has your best interest in mind when it comes to helping you build wealth and financial peace, go see Jeff.

Mask group (38)

98.6%*

Client Retention Rate

*Measured annually based on retained clients since 2018.

The whole Pine Grove team are paragons of service and care. We feel so reassured to invest them in the care of our financial future. Linda Sheridan, Dean Allen, Bao Her and especially, our financial planner Jeff Clark have been nothing but supportive, available and enthusiastic about helping us with our needs. It was through Jeff's instructional outreach that we learned of the Pine Grove team. We participated in his two night seminar and are so glad we did. Thank you Jeff and Pine Grove!

Mask group (37)

My wife and I always look forward to meeting with Jeff Clark and Dean. Jeff is very down to earth, listens well, and always has the answer when my wife has questions. Jeff explains things very well that helps you understand what he’s saying.

Mask group (40)

98.6%*

Client Retention Rate

*Measured annually based on retained clients since 2018.

Incredible customer service from entire staff at Pine Grove! Jeff Clark is wonderful and I recommended him to my siblings who also rave about how great he is. I'm confident my finances are in good hands!

Mask group (41)

98.6%*

Client Retention Rate

*Measured annually based on retained clients since 2018.

Matt and his entire team are fantastic to work with. I truly appreciate the way they will take the time to break down the very confusing Financial Investing market. I also appreciate that they always put the investor needs first and foremost. They have our full trust. We know our retirement is going to be wonderful and worry free.

Mask group (42)

98.6%*

Client Retention Rate

*Measured annually based on retained clients since 2018.

Jeff is great. Relatable and intelligent. Highly suggest their service.

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