PFS is an independent full-spectrum financial, retirement, and estate planning firm. As a multi-generational family business, we have the perspective to be "Your Family Financial Firm". Our goal is to develop a lifelong partnership; trustworthy enough for you, your parents, and your children. As an independent firm, we help you find what is right for you, your future, and your family.
We believe success is achieved through consistency; saving, investing, rebalancing, living within your means and reassessing progress.
We believe in focusing on what you can control, your goals and your vision. We do not try to time the markets.
We believe in proactive allocation and attention to risk, rather than reacting to short term volatility.
We believe that the outside environment shouldn't determine your success, you should.
Have you started to think about what your ideal financial future looks like? Who needs to be protected and what goals do you have?
Is attention to detail important to you? Are you the type of person that wants to know how the watch works, rather than just what time it is?
Have you thought about how to situate your finances during this crucial period? Do you know all the tools available to accomplish your retirement goals?
Have you thought about how you will live a meaningful and secure retirement? Who should be included in your financial plan?
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The views and opinions expressed here are solely those of Neil Marks and Jeffrey Marks. All information is believed to be from reliable resources; however, we make no representation as to its completeness or accuracy. Discuss all information with your individual advisor prior to implementation.
Access our new client technology platform. Please contact the office to get set up with the client portal and we will send you an enrollment invitation.
Access all your account information with a single site using your Albridge Login.
Reach out to request a meeting. Not near? Not a problem. We can schedule a face to face web based meeting.
Your financial life is complicated. Let us help you find solutions that fit your unique circumstances. Whether you just need a financial tune up, or a total re-engineering, our family firm can help make sure every part of your financial life is working together toward your ultimate success.
Everyone's circumstance is unique. We have the flexibility to work with clients in a variety of ways so that we can provide the services that are right for your situation without limiting your options and tools.
We can work as your planning consultant and project-analyst through our fee only Planning Service Engagement
Our specialty is a holistic approach where you have "on call" status for all of your financial plan through our ongoing Unified Service Engagement
We can work as your investment and insurance provider and overseer through our Asset Service Engagement