A complete list of active advisors currently associated with Public Safety Financial Group, LLC

Warmer can help you find a great advisor at Public Safety Financial Group, LLC or one who fits your needs even better.

Public Safety Financial Group provides discretionary and non‑discretionary portfolio management to individual clients and consulting services to pension and other employee benefit plans, including guidance on plan design and manager selection for 401(k) plans. Its investment advice is generally limited to mutual funds, fixed‑income securities, equities, exchange‑traded funds and insurance products, including annuities. The firm documents client goals and risk tolerance in an Investment Policy Statement and uses a combination of fundamental, technical, quantitative analysis and modern portfolio theory in a long‑term trading framework. It also offers written pension consulting plans and ongoing monitoring of plan investment options and money managers as part of its pension services. Distinctive features disclosed in the brochure include an affiliation with an insurance business and relationships with a broker‑dealer/custodian (LPL Financial), with supervised persons who may receive commissions for insurance and brokerage sales — relationships the firm identifies as potential conflicts of interest and as factors that can limit available custodial platforms and products. The firm also notes it does not use third‑party advisers, does not advise private funds, and may receive non‑monetary support and transition assistance from its custody affiliate, which can influence custody recommendations.

To learn more about the advisors currently working at Public Safety Financial Group, LLC, 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.