Pennica Financial Group
2975 Broadmoor Valley Rd, #201
Colorado Springs, CO 80906
Phone: (719) 572-0447
Fax: (877) 818-0991
- Financial Services
- Investment Advisory
- Retirement Planning
Hours of Operation9am - 5pm Monday through Friday
About UsWe are proud of our company and want to tell you about Pennica Financial Group (PFG), an independent Colorado-based financial services company. Founded in late 1993 in Colorado Springs, PFG has grown with the help of its loyal clients and advisors.
We offer advisory services through J. W. Cole Advisors, Inc., and financial products that are designed to meet our clients needs. It should be noted that PFG is not owned or operated by a brokerage, bank, or insurance company. Hence, we believe that our approach is the most holistic and pure. Additionally, our Broker/Dealer and Registered Investment Advisory firm is privately held which further gives us the independence we need to make recommendations for our clients.
Our motto is “we are small enough to care about the client and big enough to get the job done!”.
- Broker/Dealer services such as mutual funds, REITS and variable products are offered through J.W. Cole Financial, Inc. (JWC), member FINRA/SIPC (an independent broker/dealer)
- Investment Advisory (Registered Investment Advisor) services such as separately managed accounts are offered through J.W. Cole Advisors, Inc. (JWCA) an independent RIA.
- Retirement 401(k) Services
- 401(k), SIMPLE IRA and SEP IRA establishment for small to medium size companies.
- 401(k) management of existing retirement plans.
- Insurance services (life, long term care, disability). Group or individual through many national/international companies.
- Financial Planning
- Comprehensive financial planning for individuals and small/medium size businesses and employees.