PRB Financial Group
Your Resource for Insurance, Investments, Retirement & Estate Planning

Services for Individuals

Insurance Services
PRB recognizes that your needs are unique. Our first step is understanding your individual requirements. We design insurance programs that help meet your unique needs and ensure your financial security.

  • Life Insurance
  • Disability Insurance
  • Health Insurance

Investment Services
PRB will help you develop an investment program that reflects your financial objectives. We determine where you are financially and then, develop a personal investment program. We keep in mind factors such as personal and business finances, estate planning needs, and investment risk tolerance.

  • Mutual Funds
  • Annuities
  • Stocks & Bonds
  • Asset Allocation

Retirement Planning
You work hard to build a secure financial base. At PRB, we review your current retirement plans and then, design, implement and monitor a personalized program to help you reach your financial goals at retirement.


Estate Planning
PRB will work with you and your professional advisors to create insurance and financial strategies to help preserve the wealth you've worked so hard to attain. PRB can help you minimize the impact of estate taxes and develop strategies for the multi-generational transfer of assets.
Securities and advisory services offered through Ameritas Investment Corp. (AIC). Member FINRA/SIPC.
AIC is not affiliated with PRB Financial Group or PRB Insurance and Financial Services, Inc.
This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction.
As with any security, request a prospectus from your registered representative. Read it carefully before you invest or send money.
Securities products are limited to residents of CA, MO, AR, FL, NJ, NY, OH, OK, WI. CA INSURANCE LICENSE #0C64538