Firm Profile

The founders of PFP Financial & Insurance Services Corporation came together in 1977 and formulated the fundamental core values and principles for my firm. Our governing philosophy centered around the notion that we wanted to be in business to truly represent and advance the interests of my clients, and do so at the highest levels of competence and professionalism.

Since that time, PFP Financial & Insurance Services Corporation has become an industry leader and pioneer in delivering true and comprehensive financial services to organizations, business owners, affluent individuals and their families. We attribute our success by strict adherence to our founding core values.

PFP Financial & Insurance Services Corporation is proud of what we have accomplished in our business on behalf of our individual and corporate clients, but we believe that the best is yet to come. We believe a company which defines itself by what it achieved in the past is a company unable to capitalize on opportunities which lie ahead. This is why we are focused not on what we have done, but who we are and where we are going.

As we partner with our clients to understand their specific needs and goals, we leverage our business model to offer our clients truly holistic planning and broad access to a universe of quality products and services available anywhere in the financial services industry.  In that same spirit, we aim to help our clients protect what is important, assist individuals to help them create, grow and preserve their assets, manage risk and to help companies manage their human and financial capital. We strive to bring our individual and corporate clients balanced strategies working toward helping them grow and prosper over the long term. Our specialized advisory services and deliverables are the precise strategoes in demand today.