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.
Pfs Advisors
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Pfs AdvisorsPoughkeepsie, Ny, Us
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Chief Executive OfficerPfs Advisors Apr 2023 - Present
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Avp, Financial AdvisorFortis Capital Advisors Sep 2021 - Apr 2023Prairie Village, Kansas, Us -
Financial AdvisorNorthwestern 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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