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Welcome to PFA

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.

About PFA

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.

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Financial Planning

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.

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Products and Services

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.

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Article of the Week: Is A SEP-IRA Right For Your Business?

Choosing a retirement plan for your business could evoke worries about complicated reporting and administration. If this sounds familiar, then you may want to consider whether a Simplified Employee Pension (SEP) may be right for you.

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Need to Make Changes to an Existing Contract?

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!

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Join Us at the 2018 COTS Walk

Join Team PFA as we walk and raise money to support the Committee on Temporary Shelter (COTS)! The 29th Annual COTS WALK will be held Sunday, May 6th at Battery Park in Burlington. 

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