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*
We use tax-deferred accounts:
- IRAs - Traditional and Roth
- 403(b) and 403(b)(7) plans
- College savings plans
And we have retirement plans for businesses:
- 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.