PFS Wealth Management

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

1900 Golf Rd Ste 675, Schaumburg, Illino...

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
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May
ZI Rank
1
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2
2
1
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About PFS Wealth Management

PFS Wealth Management is a team of financial specialists with over 42 years of experience, dedicated to serving clients as trusted fiduciaries and portfolio managers. They focus on personalized financial planning, addressing various client concerns such as retirement portfolio realignment, risk reduction, and legacy planning. Their services include financial planning, retirement income planning, and tax planning strategies, aimed at empowering families to make informed financial decisions. The firm emphasizes a comprehensive approach to building ideal portfolios and optimal plans tailored to individual client goals.Explore more
PFS Wealth Management's Social MediaPopular SearchesPFS Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

PFS Wealth Management Org Chart

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JB
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Vice President

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JV
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Director, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

PFS Wealth Management

<$5M
1-10
Private
-
-
JB
Jack BurkVice President
$6.4M
11-50
Private
-
2011
JG
Janine GieckController & Manager, Transfer
<$5M
11-50
Private
<$5M
2016
AH
Alisha HollandVice President and Financial Advisor
<$5M
1-10
Private
-
1998
Laura Howell, Chief Marketing Officer & Client Experience Specialist at Strategic Estate Planning Services
Laura HowellChief Marketing Officer & Client Experience Specialist
<$5M
1-10
Private
-
1998
BW
Brittany WalterDirector, Wealth Planning
<$5M
1-10
Private
-
1998
KW
Katherine WheatonDirector, Business Operations
<$5M
1-10
Private
-
2017
JM
Jessica MellbergRegistered Investment Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

PFS Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

PFS Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about PFS Wealth Management.

PFS Wealth Management Tech Stack

A closer look at the technologies used by PFS Wealth Management

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Frequently Asked Questions Regarding PFS Wealth Management

What is PFS Wealth Management's official website?
PFS Wealth Management's official website is www.pfswm.com
What is PFS Wealth Management's Revenue?
PFS Wealth Management's revenue is <$5 Million
What is PFS Wealth Management's SIC code?
PFS Wealth Management's SIC: 62,628
What is PFS Wealth Management's NAICS code?
PFS Wealth Management's NAICS: 52,523
How many employees does PFS Wealth Management have?
PFS Wealth Management has 1-10 employees
What industry does PFS Wealth Management belong to?
PFS Wealth Management is in the industry of: Finance, Insurance, Securities Trading
What is PFS Wealth Management competition?
PFS Wealth Management top competitors include: The Holland Group, Phillip Allen, Paradigm Group, Ocotillo Wealth Management
What technology does PFS Wealth Management use?
Some of the popular technologies that PFS Wealth Management uses are: goo.gl, WordPress.org, Squarespace Online Stores, Adobe Typekit
What does PFS Wealth Management do?

PFS Wealth Management is a team of financial specialists with over 42 years of experience, dedicated to serving clients as trusted fiduciaries and portfolio managers. They focus on personalized financial planning, addressing various client concerns such as retirement portfolio realignment, risk reduction, and legacy planning. Their services include... financial planning, retirement income planning, and tax planning strategies, aimed at empowering families to make informed financial decisions. The firm emphasizes a comprehensive approach to building ideal portfolios and optimal plans tailored to individual client goals.Read More

What are PFS Wealth Management social media links?
PFS Wealth Management Linkedin page
Is PFS Wealth Management a public company?
PFS Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about PFS Wealth Management

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