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Company Overview Progressive Financial Concepts is an independently owned financial services firm located in Scottsdale Arizona. Through our broker/dealer; LPL Financial, we offer a wide array of wealth management products and services. PFC has always held onto the idea of a single establishment where affluent individuals/businesses can obtain unbiased and personalized advice from a team of advisors.
8722 E Via De Commercio, Suite 100, Scottsdale, AZ, 85258, United StatesGet directions
|Mon||8:00 a.m. to 5:00 p.m.|
|Tue||8:00 a.m. to 5:00 p.m.|
|Wed||8:00 a.m. to 5:00 p.m.|
|Thu||8:00 a.m. to 5:00 p.m.|
|Fri||8:00 a.m. to 5:00 p.m.|
On May 1, 2021, I requested assistance from my financial advisor (Brian West). I was seeking financial information for a form that I was completing. He stated that he would be happy to assist me if I would email him the forms. He would complete those forms and submit them for me. The deadline for filing those forms was June 25, 2021. He has told me that the forms were submitted. I have called the fund administrator to see if the forms had been filed. They have no record of the forms. It is now too late to submit the forms UN... read more
horrible experience with kody, he was very unprofessional and rude. after several instances cussing on the phone, and talking down about me, when he thought he had his mic muted. just because i don't blindly follow your first recommendation. sorry i asked for information etc.. they are only interested in your easy money, and if your going to just roll over for them. don't use them!
Progressive Financial Concepts has a 5 star rating with 1 review.
Progressive Financial Concepts is closed now. It will open on Monday at 8:00 a.m.