Meet Professional Financial Associates

Professional Financial Associates (PFA) was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. For each of our clients, we strive to create financial stability and security to provide financial independence and peace of mind.

Our experienced advisors provide integrated financial strategies and services to address the personal and business needs of today's busy professionals. Clients have expressed interest in relationships with us built on three key principles:

  • Knowledge of effective financial strategies from specially trained and experienced advisors

  • Integrity from a client-centered approach to do what is effective and suitable for clients

  • Service to address the demands of thorough and prompt financial account management

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 adhere to a planning approach that offers innovative strategies to help meet the unique needs of our clients. Comprehensive planning with regular reviews enables us to develop appropriate client strategies, maintain clear communication, evaulate effectiveness and adapt to meet objectives over time.

PFA is affiliated with Baystate Financial to provide extensive administrative and technical support.