We assist others in achieving their financial goals and dreams through free education sessions and a financial needs analysis. Through PFS Investments Inc., we show people how they can achieve a better financial future by helping them learn our "HOW MONEY WORKS" concepts. We are a financial service company for everyone - from those just starting out on their investment journey to those already in retirement. Our wide range of products and programs offers an investment solution for everyone. Our goal is to help you reach your saving goals while providing the highest -quality client experience.
Our goal-based investing approach helps familes:
-Establish an emergency fund
-Invest for the long term
-Generate retirement income
-Utilize quality asset managers
-Provide Income Protection
We Help People Prepare The Future By Offering Investments In:
-Mutual Funds
-Annuities
-Managed Investments
We Use Tax-Deferred Accounts:
-IRAs (Traditional and ROTH)
-403(b) and (403(b)(7) plans
-College Saving Plans
And We Have Retirement Plans For Businesses:
-401(k), 403(b) and 457 plans
-SEP and SIMPLE IRA plans
-Payroll deduction plans
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