Strategic Goals for Business Growth
PFS Equity Advisors: Your success is our mission. We illuminate the unseen, craft strategic blueprints, and fortify your financial journey with bulletproof strategies. Let's triumph together!
WHO WE ARE
About Us
At PFS Equity Advisors, we specialize in Wealth Advisory Services tailored specifically for small business owners and real estate investors. Over the past 15 years, we've observed that many of these entrepreneurs and investors often lack the practical financial expertise that we can provide.
Our mission is to address and remedy the common challenges faced by these business owners - challenges they may not even realize they have. We've identified five key areas where most small business owners and investors struggle:
Lack of Financial Clarity
Risk Aversion
Absence of Support Network
Capital Access
Financial Planning
PFS Equity Advisors is committed to helping you overcome these obstacles and achieve true financial success!
WHAT WE OFFER
Explore all of our Services
Advisory Service
Craft a winning strategy that is tailored to your business. Our advisory service will help you identify your blind spots and create strategic plans to get your business to the next level, creating a roadmap for wealth accumulation.
Risk Management
The vast majority of small business owners lack clarity around the financial realities of their businesses. This leaves success up to chance. We can help you stack the deck in your favor by providing turnkey hedging, insurance and annuity solutions.
Whether you're just starting your real estate investment journey, or you own multiple doors in various states, we can assist in the areas of rehab management, tenant turnover, tenant screening/acquisition, evictions and more.
Business Finance Management
We offer guidance and solutions in the areas of loan sourcing, business asset sales/acquisitions, investment banking, business certifications, remote notary and entity structuring.
Marketing Automation Management
Guiding businesses in reaching their target audiences, PFS Advisors offer turnkey website solutions, CRM, automated text/email sequences, chat services and call center support.
Investment Operations
We offer expert investment strategies structured for maximum profitability, providing insight in the areas of capital sourcing, down payment assistance, offer outsourcing, disposition, and real estate take possession/rent readiness.
Unlock Efficiency & Growth with PFS Equity Virtual Assistant Services. Rates starting at $14.50 USD per hour.
Ease the property management process by exploring our turnkey solutions for plumbing, electrical, HVAC, roofing and exterior rehab.
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