J.D. Pellecchia, CFP^®

At PFS Financial, we define financial freedom as the liberty to do, be, give, and have all that you dream of for your family, and to create a lasting legacy for the generations that follow. We assist our clients in their process of clarifying priorities and discerning what they can do today ensure they are on the path that will lead to their personal view of financial freedom. We guide our clients through life’s major transitions, through educational goals, through lifestyle dreams, through aging family member’s needs and the many other areas of life that carry financial weight. We understand our clients have the desire to uphold the responsibility they have with their wealth, to use each dollar in a manner that is not only wise but honorable. This understanding is held in high regard in each interaction, each recommendation and each financial plan from our office. Through our experience and daily continued education, we are able to uphold this desire of finances being invested and used in ways that are wise and honorable. We use a mixture of cutting-edge and well-tested tactics for investments. We are also able to guide clients through options for generosity, and we have had the pleasure of our clients seeing their wealth continue make lasting impacts in the communities of their choice. In simple terms, at PFS Financial we walk alongside our clients as they journey toward understanding the significance of their lives. As we discern this, we put plans in action that will allow our clients’ finances to best support the significance of their lives.

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Investment Management, Limited Partnerships, Government & Military, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Tangible Assets, Long-term Care, Succession Planning, Sudden Wealth, Men's Finances, Special Needs, Women's Finances