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Pt Financial Services, LLC is a financial services provider started in 2001 by Paul Spellman after a successful banking career.
His goal was and continues to be to provide quality financial products and advice in a professional manner. |
Financial Services Provided
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Loan Packaging Services - We can help your business prepare your commercial loan application, using our 25+ years of experience in the commercial lending field. Typically, we can get your business much better results than those achieved without packaging services.
Click Here for more Information!
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Insurance Protection - We offer Life, Disability and Annuity Products for boh our business clients and individuals. Our business clients have acces to key man insurance, buy/sell planning. Long Term Care is a valuable employee benefit for all businesses regardless of size.
www.massmutual.com | www.ohionational.com | www.pacificlife.com
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Long Term Care Insurance - Protecting your assets and peace of mind is our goal. Reasonably priced long term care insurance allows you to maximize your independence and decde when and where your care will be given when it is needed. One out of every two people will need long term care at some point in their life.
www.massmutual.com
Our Mission Statement
Provide each client the best products and services in a personal and professional manner.
If you want more information, Click here to Contact Us.
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