ONWARD AND UPWARD

Making An Impact for Our Clients

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Fiduciary Duty

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Years Combined Service

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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.

Wealth
Building

Building wealth starts with proper planning at every stage of your life.

Significance Discovery

Re-think retirement and pursue living into your significance.

Legacy
Planning

Help protect what matters most to you and your family.

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Let’s Look Forward

Forward thinking is what smart planning is all about.

Ready to talk?

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

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