Broker Check

CPA Partners

Pioneer Financial Associates, Inc. is committed to providing you and your clients the best in client service, while utilizing our over 70 years of combined experience in the industry. We aim to bring your client’s experience up to the next level and assist in generating additional revenue for your firm. Our team strives to instill confidence by focusing on your clients’ needs first. This mindset enhances the trust between you and your client even further, reinforcing you as their trusted advisor.

Personal Planning Services

Professional Asset Management, Traditional IRAs, Roth IRAs, Education Funding, 401(k)Rollovers, Mutual Funds, Fixed and Variable Annuities, Fixed and Variable Life Insurance, Whole Life, Term Insurance

Business Planning

Buy/Sell Planning, Executive Bonus, Simple IRAs, SEP IRAs, 401(k), 403(b), Split Dollar, Key Employee, Disability Buyouts

Independence

The professionals at PFA pride themselves on being independent. We focus on you and your clients needs. We do not have any proprietary products.

Service

Service is the lifeblood of any organization. We strive to return all calls the same day. Should you call after hours, you will be called back the next morning. Whenever a client calls and/or a transaction occurs. You will be notified via email as soon as the contact is completed. You will always be “in the loop” as close to real time as possible.

Click here to discuss further how PFA can assist your firm.