Corporate Profile

APB Financial Group, Ltd. has been working with both corporations and high net worth families in the tri-state area for over thirty years. Among the services that we provide are:

  • Succession, Exit & Transition (SET) Planning for owners of Privately Held Businesses
  • Financial Planning for the owner of the business and their family
  • Compensation planning for key people within the company
  • General benefit planning for the company and its owners
  • Personal risk management for the owners and the key employees of the company
  • Investment planning and implementation
  • Facilitation of Business Valuation and referral to Mergers & Acquisition specialists
  • ESOPs
  • Retirement Plan Consulting and Implementation
  • Asset Protection Strategies

    Please contact us today to discuss how we can assist you in growing, protecting and distributing you or your companies assets.


    2100 Corporate Drive, Suite 350
    Wexford, PA  15090
    Tel:  724-935-0100
    Fax: 724-935-2511
    Email:     info@apbfinancial.com

    Securities offered through Registered Representatives of NFP Securities, Inc., A Broker/Dealer and Member FINRA/SIPC Investment Advisory Services offered through Investment Advisory Representatives of NFP Securities, Inc. a Federally Registered Investment Advisor.  APB Financial Group, Ltd. is a member of PartnersFinancial, a division of NFP Insurance Services, Inc., which is a subsidiary of National Financial Partners Corp, the parent company of NFP Securities, Inc. This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000

     

     

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