P&W Financial Group

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P&W Financial Group

P&W Financial Group is a team of industry-leading financial advisors.

10/27/2026

Are you still on track with the goals you set in January?

A raise, a bonus or an unexpected expense can change your priorities. Now is a good time to check your progress, revisit retirement contributions and see what needs adjusting before year end.

Let’s make the rest of the year count. Schedule your review with the P&W Financial Group!

10/22/2026

Big news worth celebrating! 🎉👏

Congratulations to Chase Patrizzi on earning his CRPC® designation, Chartered Retirement Planning Counselor™!

This accomplishment represents advanced education and specialized knowledge in retirement planning, from preparing for retirement to navigating the important financial decisions that come along the way.

For our clients, it means even more knowledge, perspective and resources at the table as we help you plan for what’s ahead.

Way to go, Chase!👏🎉

10/22/2026

Get to know the P&W team!

Mississippi State grad. Communications major. Financial advisor.

And, of course, the “W” behind P&W.

Financial services wasn’t the plan for Gates Willson. But when COVID changed his job plans after college, he found a career that put his communications degree to work. Nearly seven years later, he’s glad he did.

Get to know Gates and the journey that brought him to P&W Financial Group!

10/21/2026

This Medical Assistants Recognition Day, we’re celebrating the care and attention you bring to every patient’s experience. 💙

That same attention belongs in your financial life, too. Whether you’re managing everyday expenses, paying down debt or saving for a home, your plan should reflect what matters to you.

At P&W Financial Group, we help you connect your benefits, savings and goals so you can see how it all works together!

10/20/2026

Your career has a growth outlook. Does your financial plan?

Pharmacy technician employment is projected to grow 6% over the next 10 years. As your career grows, make sure your financial plan keeps up.

A new role. A raise. Better benefits. Each is an opportunity to put your goals first.

This National Pharmacy Technician Day, let’s plan for your future with P&W Financial Group!

10/19/2026

Front Desk Monday: October edition. 🎃

Save the surprises for the haunted house. 👻 Knowing what’s coming in, what’s going out, and what you’re setting aside can make your finances feel a little less frightful.

10/16/2026

**TEAM TAKEOVER**

Today we celebrate Chase and Gates the way any appreciative team would: by sharing their funniest behind the scenes moments. 👀😊

All jokes aside, we appreciate you both and are lucky to have you leading our team. Happy National Boss’s Day!

10/14/2026

You work hard every shift. What is that work building for you? 💙

On National Emergency Nurses Day, we thank you for the skill, quick thinking, and compassion you bring when people need you most.

Your regular pay, overtime, and benefits each have a role in your financial future. A plan helps connect them to your goals beyond the ER.

At P&W Financial Group, we help you understand what you have, where the gaps may be, and what to do next.

Let’s put your financial future in focus!

10/12/2026

Saving isn’t just about setting money aside. It’s about knowing what you’re saving for and having a plan to get there.

This National Savings Day, take a moment to check in on your goals, habits, and strategy. Small adjustments today can help create more options for tomorrow.

How many can you check off? ✓

Address

107 Merchant Street, Suite 2A
Madison, MS
39110

Website

http://livealifeuncommon.nm.com/

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