5 Tips for a More Secure Future
Download our free eBook to learn how to avoid the pitfalls that stop many people from achieving their long term financial goals.
PFA is very different from other financial firms because we provide a much broader range of value-added services other than investment management and financial planning.
Our team includes two attorneys, a CPA and other experienced professionals that have earned the following advanced degrees and certifications: CFP (CERTIFIED FINANCIAL PLANNER™) , CPA, MBA, CTFA®, AIF®, CPP® and NAPFA fee only certified Advisors which enables us to provide a much broader range of services than most other firms.
Having all of your financial professionals in one place will save you time and reduce your legal and accounting costs.