PM Financial Group, INC, based in Dublin, OH, was established in 1990 by D. Lee Pickering and Gary Swisher, both seasoned financial services professionals in Central Ohio. With a team of nearly 50 associates, the firm manages over $500 million in client assets and provides comprehensive financial services, including portfolio management, advisor mentoring, and brokerage partnerships.
Committed to client success and protection, PM Financial Group boasts nearly $2 billion in life insurance death benefits for their clients. The firm prioritizes ongoing education for their advisors, many of whom hold prestigious professional designations and industry accolades, ensuring top-notch service and expertise for their clientele.
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