For nearly three decades the Plaza Advisory Group's mission has never wavered. We seek to enhance our clients lives by helping them proactively plan and manage the future.
Since our 1985 beginning, the focus of Plaza's proactive financial specialists has been helping people make smart decisions and durable plans before, during, and after major life and business events. Now in our 28th year, we continue to deliver the ideal balance of customer service and financial knowledge anchored by our signature reliance on researched-based financial education. We believe this potent combination helps our clients to make good decisions, eliminate blind spots, and build a trusted, long-term relationship with our team.