Professional Financial Associates (PFA) provides a growing number of professional and business clients with a broad range of services and products specifically designed to help meet their financial needs. Our process begins with a personalized strategy that provides a framework for current and future financial decisions. Whether starting a career, raising a family, running a business, or approaching retirement, we work with you to help you reach your financial goals.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. We look forward to hearing from you.
PFA was founded in response to our clients' expressed interest in a relationship with financial professionals based on three key principles: Knowledge, Integrity and Service.
Your life’s goals and dreams are your own, but the path to achieving them may need clarity, requiring a distinctive service that offers individual attention and personalized guidance.
We help you build financial freedom. It starts with knowing that we are here to help you attain your financial goals. With careful preparation and the right portfolio of financial tools, we can help you get through life's uncertainties.
Even under the best of circumstances, making a career move requires a series of tough decisions, not the least of which is what to do with the funds in your old employer-sponsored retirement plan. Generally, you have three choices when it comes to handling the money in a former employer’s retirement account.
Do you need to change your address, beneficiary or other policy information, or request additional service on your existing policy or contract? Let us know what you need!
PFA is proud to sponsor the Junior League of Champlain Valley's public viewing of part of "The Raising of America", a documentary that illustrates how a strong start for all our kids can lead to better individual outcomes AND a healthier, safer, more prosperous and equitable America. The showing will be followed by a panel discussion of leaders in the movement to promote early childhood education in Vermont.