Wealth. Significance. Legacy.

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ONWARD AND UPWARD

Making An Impact for Our Clients

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Fiduciary Duty
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Paperless Onboarding
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Tailored Investments

J.D. Pellecchia

CEO/FOUNDER, CFP®, CIMA® CKA®

Financial freedom: the liberty to do, be, give, and have all that you dream of for your family, and a lasting legacy to the generations that follow.

Check J.D.’s background on FINRA’s BrokerCheck.

Meet the Team

Services

PFS Financial is a completely independent firm. This allows us to devote our attention to your goals and dreams, not someone’s else’s. Because we are not limited to selling proprietary products, we are able to present our clients with a wide variety of investment strategies.

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Let’s Look Forward

Forward thinking is what smart planning is all about.

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We have the experience and the technology to help you visualize the cause and effect of your financial decisions.

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