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.
More than $8.7 trillion is managed under sustainable and responsible investing principles.¹ This includes mutual funds, endowments, and even venture-capital funds.
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Throughout the year, PFA holds free seminars, workshops and social events. Check out what we have planned and/or let us know what type of seminars you'd like to see!