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      Perspective Financial Group

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      Perspective Financial Group reviews

      Could be better - Administrator Perspective Financial Group Employee Review

      3.0
      Feb 21, 2026
      Administrator
      Recommend
      CEO approval
      Business outlook

      Pros

      Nice people, good work life balance

      Cons

      Company trying to grow too much through acquisition, not set up for so many acquisitions and get no support throughout Lots of processes that need to be improved

      Explore other reviews about Perspective Financial Group

      1.0
      Jun 7, 2026
      Administrator
      Recommend
      CEO approval
      Business outlook

      Pros

      None at all, not having a good experience.

      Cons

      They bought my old company, and all they care about was taking over the clients and how much they can earn from them. Including wanting to increase the charges. Did not care about the current staff, would not let advisers talk to their own clients and has lots of data that they shouldn’t have, even when they request it to be deleted. A very bullying, toxic environment.

      4.0
      Apr 22, 2026
      Financial advisor
      Recommend
      CEO approval
      Business outlook

      Pros

      In charge of your own destiny

      Cons

      Disjointed and not very smooth

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