CONTACT US TODAY!
(401)487-5077
Welcome to
Pena Financial Group
Pena Financial Group is an agency based out of Lincoln RI but is licensed in various states. We are partnered up with several insurance companies and together we focus on helping our clients with different financial, insurance and retirement needs.
We are a firm that specializes in Federal Employee Benefits, Social Security, Tax, and Retirement Income Planning. It’s our passion to give our clients 1-on-1 consultations pro bono devising a specific Retirement plan for your situation.
Our Federal Employee and Social Security Educational workshops provide a great learning experience for our clients, which sets us apart from our competition. We encourage you to attend one of our educational workshops near you, so you can be well equipped to make sound financial decisions going into Retirement.
We have over 20 years of combined experience in the financial industry and we look forward to helping you protect your family and your assets.
AREAS OF
SERVICE
FERS & CSRS RETIREMENT PAPERWORK
SOCIAL SECURITY MAXIMIZATIOIN
TSP FUND ALLOCATION ADVICE
BENEFICIARY CHANGE FORMS
TSP ROLLOVERS
LIFE INSURANCE
OUR MISSION
Our main goal at Pena Financial Group is to help you understand all of the moving parts to your federal benefits and put together a long-term financial plan to help you retire.
OUR PARTNERS & AFFILIATIONS
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Federation of Federal Employee Benefits Advocators
Government registered Educational company
Federal Retirement Consultants
MyFed University
Online Federal Education Source
Authorized Representitive
Strategic Debt Reduction Software & System
Leverage Social Security
Social Security Workshop Provider
OFFICE LOCATIONS
RHODE ISLAND
840 Smithfield Ave.
Lincoln RI 02865
Contact us
Email: beiyapena@penafinancialgroup.com
Tel: 401-487-5077
For any general inquiries, please fill in the following contact form:
