P&K Financial Group, Inc. is a complete financial services organization with the unique ability to help meet all your financial needs. Our professionals have many years of combined experience enabling clients to potentially attain their objectives and goals.
Most often, individuals have to deal with separate companies to satisfy all their different needs. One person does your taxes. Another person makes your investment decisions. Yet another suggests a reputable mortgage company. Then, there is the insurance agency underwriting products that protect your life, health, auto and home.
It can be very confusing and difficult for all parties to work together on a collaborative basis for you, the client.
Our professional staff has come together to simplify an otherwise tedious and sometimes frustrating process. We are one phone call away and look forward to assisting you with all your financial decisions.
Managing Partners:
Stephen A. Pantalone is a tax and accounting professional focused on proactive strategies in an ever-changing tax climate. Stephen graduated from Franklin Pierce College with an honors degree in Finance. He also holds a Masters degree in Business Administration from New Hampshire College, Graduate School of Business. Steve’s vast background includes years of experience in corporate accounting, taxes, mortgage origination, insurance and retirement planning.
James J. Kelble is an Investment Advisor Representative of Investors Capital Advisory service. James helps individuals and businesses reach their financial goals through solid independent and fundamental investment strategies.
James holds an Economics degree from the University of Massachusetts. He has held key positions at various financial institutions. James most recently was a Manager of an Investment Advisory group with assets of over $150 million.
Please contact us with any questions by filling out the form below. Once we recieve your information, we will contact you at our earliest convenience.
