Pultro Financial Management

I have had an invaluable experience working with Brian the last few months. As a 21-year-old college senior who will be commissioning into the U.S. Navy this May, I was one of the first clients under the "Financial Consulting" program. Our meetings taught me the concepts of Behavioral Finance and how they can be applied to the Proprietary Triangle. I don't know many college students that can say they have the necessary skills to navigate their finances on their own, but after our time I can confidently say that I can. Brian is a great teacher: he brings a direct approach from his Naval experience combined with a wealth of knowledge on his field of study. Brian isn't satisfied until his client feels confident and comfortable in the topic or concept he is teaching. His program is truly essential whether you are just getting started or have already dabbled in financial management. I will be using what I learned for years to come!
Mar 16th, 2024

I started working with Brian Pultro in 2017 and he has been an invaluable partner. Smart, diligent, and capable of working with clients of varying complexity in their financial lives. High level of trust and confidence, and very grateful for his counsel over the years.
Feb 26th, 2024

Brian is a wealth of knowledge in putting you in a position to succeed for retirement and beyond. I consulted with Brian about possible investment opportunities for my nieces and nephews future education and he explained each and every option thoroughly. Brian makes things clear by using basic terminology to understand the process, the pros and cons and made me feel comfortable every step of the way. Hes a man of his word and thats important in this sphere.
Dec 28th, 2021

my wife and i started dealing with Michael Pultro in 1988. since then my son has joined our financial endeavors. throughout all the years Michael has always been there to answer any questions we may have had and still do. Mike is a true professional, and we can depend on him, we are also happy with the performance of our investments as well as relying on his guidance. we are treated like family; as i am sure most of his clients are. i would recommend Pultro financial to all, and i do. i don't write this lightly, i've my share of bad experiences; but none with Pultro Financial, ty
Feb 25th, 2021

Brian Pultro is one of the most passionate and enthusiastic individuals I’ve ever met. When meeting with Brian, it doesn’t take long to see that this is somebody who is extremely knowledgeable and trustworthy. He treats your money like it’s his own. He also explains concepts in a very simplistic way. I cannot recommend Brian and the entire Pultro Financial Management Team highly enough.
Jan 15th, 2021