Professionals Alliance Group

An Innovative Referral Program, Forging Lasting Bonds for Client Success

In the dynamic landscape of financial services, Victory Star Club pioneered the Professionals Alliance Group (PAG) in 1997. Representing a collaboration between an array of trusted partners, including accounting firms, lawyers, agents, business managers, family offices, and financial advisors, PAG marked the inception of a new approach to client-centric financial solutions. As a select member of Oppenheimer’s PAG program, we operate on a simple premise: enable certified trusted partners to broaden their service offerings by integrating wealth management and diverse financial services through a strategic partnership with Oppenheimer. This approach ensures that clients not only receive financial guidance but also receive a holistic level of service marked by heightened communication and transparency with their trusted advisors.

Our PAG network of strategic partnerships enables a comprehensive approach to advising clients. From legal intricacies to strategic business management, several facets of financial well-being are represented within the PAG alliance.

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PAG Partners receive a fee for referring clients to Oppenheimer. Due to this compensation arrangement, PAG Partners have an incentive to recommend Victory Star Club and its programs, resulting in a material conflict of interest.

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