Our Firm

Progressive Financial Concepts is a full-service firm serving the financial needs of thousands of clients since 1979. By providing strategies and programs for the financial security of individuals and businesses, we strengthen the security of our community for generations to come.

Associates of Progressive Financial Concepts focus on personal and business financial programs, emphasizing estate growth and wealth accumulation strategies, tax savings, employee benefits, and maintenance of business interests. They are carefully trained and have the backup and support, both locally and nationally, of specialists in each of our service and product areas.

We are well positioned to extend to you the highest-quality products and services. From college funding to retirement planning, employee benefits to business succession planning, Progressive Financial Concepts has the ability to help you reach your goals and objectives. With us you will find the power to stay the course.

Managing Partner- Robert V. Lester, CLU® , ChFC®

A leader in his field for more than 20 years, Rob is President of Progressive Financial Concepts, a very successful financial services company he and his wife Jill formed in 1979. In 1998, Rob became the Managing Partner of New England Financial in Arizona.

Rob’s mission is to assist businesses, families, and individuals plan for their financial success. He has a genuine interest in helping his clients achieve financial independence through business, estate and tax planning. He works with a dedicated team of highly trained professionals to tailor your plan. Rob has built his clientele on long term relationships and client referrals.

Rob earned his B.S. in marketing from Arizona State University after serving two years in the U.S. Army. He has completed all the necessary courses to hold the Chartered Life Underwriters and Chartered Financial Consultant designations from The American College. He is a current member of the Million-Dollar Round Table. He serves on the board of advisors for the Phoenix Association of the National Association of Insurance and Financial Advisors, is a past president of the Phoenix Chapter of the Society of Financial Service Professionals.

 

Neither Progressive Financial Concepts nor any of its affiliates, employees or representatives provide specific tax or legal advice. Please consult your legal or tax advisor for more information on these subjects