Jeffrey A. Polanco

Jeffrey A. Polanco Email and Phone Number

CEO & Financial Advisor at PFS Advisors. Guiding Medical Professionals to Financial Independence. @ Poughkeepsie, NY, US
Poughkeepsie, NY, US
Jeffrey A. Polanco's Location
Poughkeepsie, New York, United States, United States
About Jeffrey A. Polanco

My focus is working with medical professionals and their unique set of needs. I understand that time is limited and working with an advisor that has experience with someone in their field can make significant difference in accomplishing their goals.

Jeffrey A. Polanco's Current Company Details
PFS Advisors

Pfs Advisors

CEO & Financial Advisor at PFS Advisors. Guiding Medical Professionals to Financial Independence.
Poughkeepsie, NY, US
Jeffrey A. Polanco Work Experience Details
  • Pfs Advisors
    Pfs Advisors
    Poughkeepsie, Ny, Us
  • Pfs Advisors
    Chief Executive Officer
    Pfs Advisors Apr 2023 - Present
  • Fortis Capital Advisors
    Avp, Financial Advisor
    Fortis Capital Advisors Sep 2021 - Apr 2023
    Prairie Village, Kansas, Us
    View
  • Northwestern Mutual
    Financial Advisor
    Northwestern Mutual Dec 2012 - Sep 2021
    • Identify my clients most important goals and objectives, build and implement a financial plan to help them achieve their goals• Offer my clients access to a wide range of investment products and services. I work with clients to develop investment solutions aimed at meeting their financial objectives• Asses client’s current financial situation, determine the retirement lifestyle for their future, review the many options available, and put solutions in place to help ensure they achieve the retirement needs

Frequently Asked Questions about Jeffrey A. Polanco

What company does Jeffrey A. Polanco work for?

Jeffrey A. Polanco works for Pfs Advisors

What is Jeffrey A. Polanco's role at the current company?

Jeffrey A. Polanco's current role is CEO & Financial Advisor at PFS Advisors. Guiding Medical Professionals to Financial Independence..

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