Who We Are

financial planning

Parsonex is a network of companies that offer families, organizations and companies financial planning, insurance, and investment services.

Our goal is to make a complex subject simple! Through our network of advisors we work on developing lifetime client relationships to help you achieve your financial goals.

Client Solutions

financial planning

We believe quality, customized advice offered by our financial advisors can make the difference in a family’s financial success.

We are committed to providing you with a personal financial advisor, a simple customized plan, competitive products and service, maximizing your chances at financial success.

Advisor Solutions


The Parsonex network of companies offers advisors the freedom to build their own business, the support necessary to succeed, and a culture and system that puts the client first.

If you are considering a rewarding and challenging career in the field of financial services, visit out Careers section to find out more.