Personal Financial Specialists

Overview

Personal Financial Specialists operates as a sole proprietorship with an individual owner and is classified as an unclassified adviser. The firm functions primarily through broker-dealer and insurance channels: it is a registered representative of a broker-dealer and also acts as an insurance broker. Advisory services listed include portfolio management for individuals and small businesses and pension consulting services. Compensation is reported on a percentage-of-AUM basis. The adviser is not a multi-state firm, does not identify as an active ESG investor, and is not designated as a capital allocator or related adviser in the provided data.

Assets & Accounts

Investments & Alternatives

Location & Offices