A complete list of active advisors currently associated with Pioneer Financial, Inc.

Warmer can help you find a great advisor at Pioneer Financial, Inc. or one who fits your needs even better.

Pioneer Financial, Inc. provides discretionary portfolio management primarily for individual investors and non‑profit organizations, and may recommend third‑party money managers for portions of client portfolios. The firm's brochure also discloses that it offers tax preparation services and that its advisory personnel are licensed insurance producers who may earn separate commissions from insurance sales. The firm describes a tailored, goal‑oriented approach that uses fundamental analysis and both long‑ and short‑term purchase strategies, with ongoing monitoring and at least monthly account reviews. It also uses third‑party asset‑allocation tools and ETF recommendations through a TD AMERITRADE/Amerivest service while retaining final responsibility for investment suitability and client decisions. Distinctive features in the brochure include the combination of investment advisory services with tax‑preparation work and commissionable insurance activities, a mix that the firm acknowledges can create conflicts of interest. The brochure lists municipal securities among the types of investments advised on and specifies individuals and non‑profit organizations (without listing high‑net‑worth individuals), indicating a relatively modest, retail‑focused advisory practice rather than one aimed at affluent clients.

To learn more about the advisors currently working at Pioneer Financial, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.