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)