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We help families and businesses with strategic solutions to grow and protect your wealth.



 

OFFICE INFORMATION

7440 Mcknight Rd
Ste 201
Pittsburgh, PA 15237-3507

Office: (724)-302-3344

Fax: (866) 585-0315

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WHAT YOU CAN EXPECT


We aim to help you reach your savings goals while providing the highest-quality client experience. Our goals-based investing approach helps families:

  • Establish an emergency fund

  • Invest for the long term

  • Utilize quality asset managers

  • Generate retirement income

 

WHAT WE OFFER:

We are a financial services company for everyone - from those just starting out on their investment journey to those already in retirement. PFS Investments Inc. provides access to solutions and services from some of the world's most recognizable companies. Our wide range of products and programs offers an investment solution for everyone.

We help people prepare for the future by offering investments in:

  • Mutual Funds

  • Annuities

  • Managed Investments*

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We use tax-deferred accounts:

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  • IRAs - Traditional and Roth

  • 403(b) and 403(b)(7) plans

  • College savings plans

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And we have retirement plans for businesses:

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  • 401(k), 403(b), and 457 plans

  • SEP and SIMPLE IRA plans

  • Payroll deduction plans - complimentary for employers


We partner with some of the most recognizable investment companies in the industry. Our strategic partners include AIG, American Century Investments, American Funds, Brighthouse Financial, Cuna Mutual, Equitable, Fidelity, Franklin Templeton, Horizon Investments, Invesco, Lincoln Financial, Lockwood Advisors, Meeder, Morningstar, Sage, and Voya, among others.

We offer a complimentary financial needs analysis which is a financial GPS to help map out your entire financial plan. 

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