Personal Investments

 

Whether saving for college, retirement, or a specific goal, PFA strives to deliver superior long term investment results to meet client goals and objectives.

We utilize a concise but thorough planning process to determine the most effective investment strategy to accomplish your specific investment goals. At PFA, we believe that time, a superior investment process, and investment management fees lead to superior investment results.

 

We strive to meet your goals by utilizing the following products  and investment strategies:

 

 

* Retirement Plans   

*College Savings Accounts

*IRAs

*Individual Investment Accounts

*Trust Investment Accounts

*Insurance (Life & Disability)