This profile has been claimed by the business owner or representative.
Pultro Financial Management
- Investment Service
- New Britain, PA
About this business
At Pultro Financial Management we believe that your financial and retirement goals are unique to you. Therefore, designing a financial and retirement income strategy should be personalized to each individual's goals and personality. We listen to you and we take the time to get to know you personally, your priorities in life, your concerns and fears and your goals and objectives. We are very passionate about striving to help you reduce the stress and worries that so many individual's experience when dealing with the day to da... read more
Location details
926 Town Center, Unit D1, New Britain, PA, 18901, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| 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 7:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 4:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
My husband and I have the pleasure of working with Brian as our financial advisor, and we couldn't be happier with our experience so far. As a couple relatively new to navigating our joint finances, we sought someone who could teach as well as advise, and Brian has exceeded our expectations. In just a few short sessions, Brian took the somewhat overwhelming topic of financial planning and made it accessible and approachable. He took the time to clearly explain the comprehensive plan he proposed, answering every question we ... read more
My wife and I met met Michael Pultro many years ago and he has since then continued to handle our investments. Michael is extremely knowledgeable and stays abreast of all current financial trends. He has always been professional, helpful, friendly, caring, and pays particular attention to detail in his recommendations and guidance with us. Michael and his entire team are easy to talk to and pleasant to work with. When it appears things may be complicated, Michael has the ability to explain in a way that is easily understo... read more
Brian Pultro is one of the most passionate and enthusiastic individuals I’ve ever met. When meeting with Brian, it doesn’t take long to see that this is somebody who is extremely knowledgeable and trustworthy. He treats your money like it’s his own. He also explains concepts in a very simplistic way. I cannot recommend Brian and the entire Pultro Financial Management Team highly enough.
A family owned financial management firm that actually listens and has my best interest as their top priority. I have been dealing with Michael Pultro for many years, from taking care of Mom's investments, mine and my daughters. Always available for/with advice, answering questions, or a check-in to make sure everything is where you expect it to be. I like that he continues his education and knowledge in the financial world, and also includes his employees to better serve their clients. I am very happy with the service ... read more
Brian Pultro goes above and beyond the average financial planner. Not only is he extremely knowledgable and explains things in a manner that you can understand, but he deeply cares about meeting your needs with compassion. He actively goes the extra mile to put you at ease when discussing what can be a difficult topic. I highly recommend working with Brian if you are ready to take your financial future to the next level.
Frequently asked questions about Pultro Financial Management
How is Pultro Financial Management rated?
Pultro Financial Management has a 5 star rating with 23 reviews.
When is Pultro Financial Management open?
Pultro Financial Management is closed now. It will open tomorrow at 8:00 a.m.