Premier Financial Group, Inc. was founded in 1988 by Brian H. Grant, CLU, ChFC, MSFS, CFP. Premier started as an insurance and investment product provider and later expanded its operation to include the sales and service of employee benefits and property casualty insurance (auto, home, and business). Some of our advisors have been serving the financial needs of their clients in the Philadelphia area for over 30 years. The firm currently provides insurance solutions for over 2,000 clients and manages over $100 million of clients assets.
In 2000, Brian joined with two other offices to form Trinity Financial Partners. Our affiliated sister firms in Wayne & Lehigh Valley, Pennsylvania and Ontario, California are independently owned yet we share a common philosophy of client service and one brand. Those whom we serve benefit from cutting edge idea sharing among the firm Principals and our combined resources. We provide our clients with sound advice, as well as access to financial and intellectual capital, regulatory compliance support, and advanced technology solutions.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Premier Financial is a member firm of PartnersFinancial, a platform of NFP Insurance Services, Inc. (NFPISI), which is an affiliate of Kestra IS. Premier Financial is not affiliated with Kestra IS, Kestra AS, or NFPISI.
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