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Wealth. Significance. Legacy.

100 %
Fiduciary Duty

75
Years Combined Service

96 %
Paperless Onboarding

100 %
Tailored Investments

J.D. PellecchiaJ.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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Wealth Building

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

icon_road-variant.pngSignificance Discovery

Re-think retirement and pursue living into your significance.

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Legacy Planning

Help protect what matters most to you and your family.

The Power of Biblical
Financial Stewardship

Imagine how your financial life could be transformed by applying God’s truth to your financial decisions.

Ready to Talk?

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

LET's TALK

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