Brandon Bay, Managing Partner - Andrew Meselson, Partner - Susan Chung, CLU

Since 2002, under the leadership of Brandon Bay, Professional Advisors Group (PAG) has been hosting the Annual Advanced Planning Conference (2-day course) to provide professional financial information and advanced planning strategies to CPAs, attorneys, and other professionals. Many of these professionals recognize PAG as a top-notch financial group due to PAG's integrity, unique and abundant resources, and innovative but practical financial planning strategies. PAG's reputation for the highest level of professional ethics and reliability provides clients with a high-level of confidence in the planning strategies and products PAG recommends and implement.

Area of Services provided by PAG

 

  • Estate Conservation Strategies*
  • Business Planning Strategies  
    (Business Succession, Buy-Sell)
  • Deferred Compensation &
    Executive Bonus Strategies
  • Retirement Planning Strategies
  • Asset Management Accounts
  • Wealth Preservation & Accumulation Strategies
  • Life Insurance Planning for Key Person
  • 401(K) & other Company Sponsored plans

    *funded by life insurance and other financial products   

Securities offered through Equitable Advisors (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through Equitable Advisors, an investment advisor registered with the SEC. Annuity and insurance products offered through Equitable Network, LLC. Equitable Network conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Professional Advisors Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.