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December 2023 by Dan Panattoni
Invest anywhere else. Les is fine as long as you're putting money in. But the minute an elderly person starts to rely on their investments for end-of-life care, Les drops them as a client and stops returning calls. He abandons clients when they need the most advice. Sorry my parents wasted so many years investing with Les. Only for Les to walk away when they stopped earning for him.
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October 2023 by Wendy S.
Always ready to help and very straightforward. They understood I was not a risk-taker, and invested my money accordingly.I am very satisfied with their services. Recommended to me by a late friend and neighbour, who was an antiquarian, and very rich.
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June 2023 by WIndiciti shaw
Always polite and financially sharp. Highly recommend.
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June 2023 by Wendy S
Caring, honest and helpful. They have helped me invest for 6-7 years in safe funds. No Bitcoin here!
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June 2023 by Wendy S
They listened to me and paid attention to my risk-aversive personality insofar as money.Six years ago, when my husband died he left me ******* in life insurance policy. My neighbour, now also deceased, who was a millionaire, suggested PFS. They followed my guidance and took me out of Bitcoin, which I did not trust.Highly recommend, with no reservations.
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November 2021 by Timothy McCurry
I have been a client for more than 10 years and have a personal relationship with Jack and Les. They are so focused on my needs and making sure my money works for me. As fiduciaries, they take their jobs very seriously. If you want a personal experience, I highly recommend them.
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November 2020 by Corey Goldstein
Yes, I am biased, because I know Les and he delivers a level of care and service like no other financial advisor. The sheer commitment necessary to always be there for clients is more than anyone can imagine!!
