After serving our community for over 12 years as Pellecchia Financial Services, we have several changes to announce.
J.D. has taken on the role of Chief Executive Officer. He will continue to set the vision and direction of our company while serving our clients. Over the last several years, he has been developing a team around him in order to serve you better. With this growth, we have realized that it is time for a new brand.
We wanted to be the first to introduce to you our new name and the new look of our firm:
This change is happening to match our current and future growth. Please know the heart and soul of our company is the same. There has been no change of ownership and these changes will not affect the services we provide or the ways that we are available to serve you.
For our existing clients, we wanted you to be aware of two additional items. First, we are now offering a convenient resource on our website of the frequent places our clients log into in relation to the accounts with PFS – it is found HERE. In addition, on that resource page, you will find the link to GPS. GPS is where you will find your wealth management site and is the abbreviation for “Goals.Planning.Success.”
Please know we are the same team here to serve you. When you need to reach us, make note of our new email addresses as well:
J.D. Pellecchia – firstname.lastname@example.org
Zachary Mitchell – email@example.com
Ray Twetan – firstname.lastname@example.org
Julie Wood – email@example.com
If you have any questions, please let us know. We look forward to continuing to serve you as PFS Financial!