Trusted Financial Advisors

Providing professional financial assistance!

Services We Provide

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Risk Management

Providing professional risk management services to manage clients' financial needs.

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Stock Options

We work hard to develop the most effective financial strategy for your stock options.

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Investment Advisory 

We are trusted advisors providing clients with result-oriented financial investment plans.

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Tax Planning

Our experts provide tax planning and consultations with step by step guidance.

Our Impact

We help thousands of clients all over
the world resolve their tough
financial issues.

We provide professional services
for both businesses and
individuals.

Our experts are experienced across a diverse variety of industries.

Our Experts

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Ann Perry

Financial Advisor

Expertise: Global Risk, Corporate Finance, Lender Advisory, Strategic Communications

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Edna Webster

Senior Financial Planner

Expertise: Global Risk, Corporate Finance, Lender Advisory, Financial Planning

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Patrick Pool

Sr. Private Wealth Advisor   

Expertise: Corporate Finance, Lender Advisory, Strategic Communications, Global Risk

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Our Partners

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Key Clients

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Latest Case Studies

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Client: BeSafe

Financial Systems Makeover

PPG Financial has helped a global manufacturer of telecommunications equipment to modernize their financial operations.

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Client: Craw INC.

Data-Driven Risk Analysis

With 6 months to implement a global AML risk score, a leading financial institution turned to data analytics for a novel solution to this tough regulatory challenge.

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Client: Norman Newman Group

Financial Consultation

We’ve helped Norman Newman team in running the 21st-century business and keeping them ahead of 21st-century exponential change.

Testimonials

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Eliza Mendez

Program Director, Norton Inc.

"Ann is my financial advisor for over 7 years and has never let me down. She proves her professionalism each time she deals with my issues, always on time and at reasonable prices. Ann is extremely efficient in helping me with both business and individual financial planning. If you are looking for long-term financial security, PPG Financial is the right place."

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Amanda Peterson

Marketing Director at Fresh Food Co.

"These guys got my financial life in order for me a few years ago and, to this day, are happy to respond to my inquiries. Indeed, I am their least organized client, but rather than be frustrated with my awful administrative skills, the guys at PPG Financial have become trusted friends. When it comes to handling my money and offering important advice, I wouldn’t use anybody else."

Awards

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Life and Pensions Adviser Firm of the Year 2015

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The Professional Adviser Awards (2019)

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Best Practice Adviser Awards (2014)

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Wealth & Money Management Awards 

Get Professional Help

If you have any financial challenge, feel free to contact our professionals. Tell us about your goals and we will provide you with a financial plan which will minimize risks and maximize your revenues. 

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About PPG Financial

PPG Financial is a leading company providing first-class wealth management and consulting services across various industries. We apply a holistic approach and pay maximum attention to meet each client's financial need and exceed the expectations.

PPG Financial in Numbers

1,500

Successful business cases

93%

Client retention rate driven by performance results

$467

Millions revenue in 2015

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Join Our Team

We are always in search of new talents eager to work with us. We bring unique perspectives for both interns and experts who have a passion for their profession.

Last News

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Company news
February 20, 2018

CFO of the Year: Ann Perry

As CFO and COO of PPG Financial Company, Ann Perry handles a lot, from finance to operations, administration to human resources. 

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Market insights
February 08, 2018

Comfortable Retirement Planning

All people work hard for decades and want to be able to travel or pursue different expensive hobbies after retirement. Such people need to work with a financial planner to make it possible to... 

From the Blog

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    A New Way to Evaluate Alternative Funds

    October 24, 2021
    Wealth management 

    Over the years, analysts have strained to estimate alternative mutual funds, since these funds have had various grades of success in delivering diversification and low volatility in a portfolio.

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    Financial Planning Mistakes in Divorce

    October12, 2021
    Wealth management 

    The most stressful life changes are considered to be marriage, divorce, and widowhood. When the emotions are mixed up, it’s better to...

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Contacts

Address

45 Park Ave New York, NY 10016

Hours

Monday-Friday: 8 am – 6 pm

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