The Parsonex Family of Companies

Parsonex is a family of companies that offer financial products, services and solutions across multiple channels to a variety of investors.

Parsonex Capital Group

Parsonex Capital Group refers to our private fund group which includes the co-sponsorship of private funds and affiliated investment managers that advise real estate funds and private, high net worth clients and family offices.  These companies include Parsonex Capital Partners, Parsonex Properties, Parsonex Capital Advisors, and Parsonex Capital Markets. For more information on the private fund group, please visit Parsonex Capital Partners website at www.pxcapgroup.com.

Parsonex Financial Services

Parsonex Financial Services is a registered trademark used by Parsonex affiliated, independent financial professionals who offer their clients financial services through one or more of our affiliates.

Independent Financial Professional Network

Our network consists of partnerships with independent financial professionals. Our affiliates provide financial products and services our associates introduce to their clients to use as part of their retirement plans. There are several keys that separate our organization:

While there are many different ways to invest, we believe in a long-term approach for the biggest financial challenge… retirement. Pensions are vanishing, social security may not be the answer, which leaves individuals increasingly responsible for providing for their own retirement security. Our client’s are not looking to “trade” or “play the market”, they are looking for long term investing in portfolios aligned with their financial objectives.

We believe in the power of partnering with independent financial professionals.  A relationship with a trusted financial professional is critical to developing a financial plan and helping investors not only select proper investments, but ensuring the long term journey towards financial goals is monitored and adjusted as necessary.

Affiliated financial professionals’ primary objective is to help you with your long term retirement plan. Many companies focus on selling you insurance and investing whatever is left over. While we believe that life insurance important, its purpose is to ensure that a breadwinners income is protected so they can continue pursuing their retirement plan goals.

Outstanding financial professionals are focused on meeting client needs and ensuring the trust clients place in them are well deserved.  Proper due diligence, partnering with great investment professionals, and providing outstanding service sets great financial professionals apart from average ones.

Our goal is not to simply get a client to retirement…our goal is to get them through retirement. We believe the relationship a client has with a financial professional is the most important aspect of achieving their retirement goals. While being independent is important in allowing financial professionals to utilize the most competitive products, the key success factor long-term is a client’s behavior. We believe strong client-financial professional relationships can make a big difference in the attainment of long term retirement goals.