Welcome to Pettinga Financial Advisors
Pettinga Financial Advisors is strictly a fee-only financial planning and investment management firm. The firm does not sell annuities, insurance, stocks, bonds, mutual funds, limited partnerships, or other commissioned products. The firm is not affiliated with entities that sell financial products or securities. No commissions in any form are accepted. No finder's fees are accepted.
We provide personalized confidential financial planning and investment management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and small businesses. Our advice is provided on a comprehensive basis and includes: determination of financial objectives, identification of financial issues, cash flow management, tax planning, insurance review, investment management, retirement planning, and estate planning.
Please view our site and do not hesitate to contact us if you have any questions. We look forward to hearing from you.
Pettinga Financial Advisors, Inc. is a registered investment advisor with the U.S. Securities and Exchange Commission (SEC). Please read our regulatory information. In addition to SEC registration, Pettinga Financial Advisors is registered with the states of Indiana, Kentucky, Florida, Texas, Colorado and Illinois for service of process. We are not limited to these states, as we will register with other states when our client count in any particular state meets registration requirements.