YOUR PARTNERS IN GROWTH
Your Business Deserves The Best .
Most business owners take whatever their bank offers.
They don't know what else is out there, and they don't have time to figure it out.
That's where we come in.
PFG Financial helps business owners navigate the financing landscape — government-backed programs, institutional lenders, credit unions, and everything in between. We figure out what you qualify for, prepare your application properly, and get lenders competing for your business.
We've been doing this since 2010.
Over $3 billion funded. And we're just getting started.
Business That Journey With Us
No matter the size of your business, we have solutions that fit your needs.
OUR SERVICES
Financing, Accounting, Advisory,
One Solution
CPA Business Plans & Financial Projections
+1.2K
CPA Plans Delivered Since 2010
Whether you’re opening a new franchise, expanding an existing business, or applying for financing, our CPA-prepared business plans turn your vision into bank-ready numbers.
You get clear market analysis, three-year financial projections, and a structured funding request—packaged so banks and lenders can make faster, more confident approvals.
Why work with us?
Banks Work for Banks. We Work for You.
That's not a tagline. We don't get paid by lenders to steer you toward their products.
We get paid to find you the best deal.
Our team has sat on both sides of the desk — we know what lenders look for, how credit decisions actually get made, and where there's room to negotiate.
We position your business properly, anticipate the questions before they're asked, and turn "maybe" into "yes."
You've got better things to do than become a financing expert. That's our job.
Testimonials and case studies
Proof That
We Work for You.
I contacted PFG and they connected me with Miss Rita Hanna ( financial consultant) over there. I find Miss RITA HANNA very professional, knowledgeable.
She listen to me gave me different option for my financial need and get it done. I find communication very easy, transperant and quick. Looking forward to work with them im future as well. It is ONE STOP SHOP FOR YOUR FINANCIAL NEEDS. THANK YOU.
Working with PFG Financial has been an amazing experience, primarily due to Christa. From our first conversation, she was helpful, supportive, and I could really tell that she is someone who puts in 110% for her clients.
She truly took the time to help us, find options that suited our business needs, and always took the time to answer my questions and calls. Not only did she go above and beyond for our business, but she is also a wonderful person. Christa is honest, communicative and truly put in the time and effort for us. I enjoyed talking to her and working with her.
If you choose PFG Financial, they will ensure that they take the time to get you what you need. Christa is an asset to the PFG Financial team. I genuinely look forward to working with her again. Anyone who crosses paths with her is fortunate to have them on their team and have her helping them.
Lamar and his team guided me through the process and very knowledgeable and friendly. Everyone in the team were very friendly especially Sonia who has always answered all our queries.
Lamar a big thank you for going above and beyond to get my loan approved and funded. Best wishes and would use them again for any financial advice.
PFG Financial
Our Numbers
+900
Businesses Funded
15 Years
Being A Trusted Advisor For SMEs
95 %
Approval Success Rate on CSBFL
+$3Bi
Capital Secured To Date
COLLABORATION
Our Franchise Partners
Our partners make who we are today — a reference in the franchise business
Partnerships That Ensure Growth
First location to fifth location — we've financed franchisees at every stage.
Resales, expansions, working capital for operators juggling multiple units.
We're official financing partners with brands across North America. If you're scaling a franchise portfolio, we should be talking.
