At PGW Financial, we empower small business owners and individuals with personalized financial solutions. Our comprehensive 401(k) advisory services are designed to help you maximize your financial potential. We believe that everyone deserves access to expert advice, regardless of income or position.
Start your journey toward a secure financial future with our dedicated team of advisors today!
At PGW Financial, we prioritize your financial success with a commitment to transparency, expertise, and personalized service. Discover why we are the trusted choice for small business owners and their employees seeking effective 401K guidance.
PGW Financial is recognized for delivering exceptional 401K advisory services across diverse industries. We prioritize earning the trust and respect of our clients by providing personalized financial solutions that drive employee satisfaction and engagement
We offer customized 401K strategies that empower your employees to maximize their retirement potential. Our tailored approach ensures that employees fully utilize their plans while your organization gains a competitive edge in attracting and retaining top talent.
At PGW Financial, we uphold the highest standards of professionalism and integrity. Our advisors are dedicated to delivering results that enhance both employee well-being and retirement outcomes, with expert guidance available at no additional cost to employees.
At PGW Financial, our mission is to empower small business owners and their employees to achieve financial security through accessible, high–quality 401(k) advisory services. We are dedicated to simplifying retirement planning by offering personalized, cost–effective solutions that support our clients’ financial goals today and secure their futures for tomorrow.
We uphold the highest standards of honesty and transparency, building trust through
our commitment to ethical practices and responsible financial stewardship.
Our clients’ needs drive every decision we make. We listen, understand, and provide
tailored solutions that empower small businesses and their employees to thrive.
With over 30 years of experience, we bring deep knowledge of financial and retirement
planning, continuously learning to stay at the forefront of the industry.
We believe quality financial advisory services should be accessible to all, especially to those who have traditionally been underserved. Our services are designed to be affordable, relevant, and meaningful for every client.
We prioritize financial literacy, helping clients understand their options, make informed decisions, and confidently pursue their financial futures.
We are passionate about strengthening our local and national communities, supporting economic growth, and improving lives through meaningful financial planning.
Founder
Founder
Kristin Hartle and Tim Hartle are the co-founders of PGW Financial. Kristin, originally from Philadelphia, brings her expertise from the healthcare industry, where she witnessed firsthand how insurance often left gaps for those in the middle class. Tim, hailing from Tampa, has over 30 years of experience as a financial advisor, seeing similar challenges in the financial services sector. United through marriage, they combined their skills and passion to create PGW Financial, a business dedicated to helping small business owners and their employees. With a real commitment to service, they focus on supporting those who need it most but may not qualify for traditional financial offerings, providing high-quality, personalized solutions at an accessible cost.
At PGW Financial, we specialize in 401(k) advisory services designed to help individuals optimize their retirement savings. We offer a comprehensive range of services focused on guiding your retirement journey effectively.
Customized retirement plans that align with your business goals and meet regulatory standards.
Workshops and one-on-one consultations to help employees understand the benefits of participating in the 401k plan
Comprehensive support to ensure your plan remains compliant, minimizing risks and administrative burdens.
Ongoing assessments to keep your 401k offering competitive and beneficial for both you and your employees.
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