About our company

Whether you are looking for help to meet a one time objective or have long term financial goals we are here to assist you.

The world is a complicated place today.  What we once were able to count on, sometimes, no longer exist.  Now more than ever, it is wise to make important decisions with the guidance of experienced and knowledgeable professionals.

Our unique financial planning process can help individuals, families and businesses create a realistic plan by helping them to identify and prioritize goals.  First we  listen to your concerns and objectives then after analyzing your personal and unique situation we offer strategies.

At Pillsbury Associates we take pride in providing personal service that includes periodic reviews in order to update financial profiles and help benefits remain on track with your current and long-term goals.  Successful planning doesn't just happen; it takes preparation.  It doesn't need to be a difficult process, but it must be a thought out one.

Your peace of mind is our number one priority.

Please call us if you have any questions about our firm or the range of financial products and services we provide. We are committed to providing outstanding customer service and personalized attention to best serve you.