Company Information

Get to know Physicians Financial Services

Founded in 1993, Physicians Financial Services is a Minnesota-based firm dedicated to helping medical professionals and their families achieve their financial goals. The company operates on the principle of providing integrated financial advice, combining investment management, retirement planning, insurance analysis, and estate planning into a cohesive strategy. Their mission is to serve as a trusted, long-term partner, guiding clients through every stage of their financial lives, from residency and early practice to retirement and legacy planning. They emphasize a personalized approach, understanding the unique financial challenges and opportunities faced by those in the medical field.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Physicians Financial Services

United States

Founded in

1980 (46 Years)

Founded

Last online: No recent activity

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.