With over $25 billion in assets under management, PFS Investments is one of the largest independent financial services firms in the United States. Many investors are interested in working with PFS Investments but may not know how to get in contact. This article will provide an overview of PFS Investments and explain the various ways to reach out to them by phone and online.
Overview of PFS Investments
PFS Investments was founded in 1983 and is headquartered in Plano, Texas. They provide financial advising and investment management services to individuals, families, and businesses across the United States. PFS Investments operates under the model of independent financial advisors who affiliate with them to gain access to their investment products and platforms. They offer a wide range of investments including stocks, bonds, mutual funds, annuities, and alternative investments. PFS Investments has over 1,500 financial advisors across 400 offices in all 50 states. Their phone number and website allow both existing and prospective clients to reach out with any questions or to get started investing.
PFS Investments Corporate Office Phone Number
The main phone number to reach the PFS Investments corporate office and headquarters is 1-972-881-0303. This number will connect you with the company’s corporate receptionist during regular business hours (Monday thru Friday, 8AM to 5PM Central Time). The corporate office can direct your call to the appropriate department or representative who can assist with general inquiries, investor relations, careers, partnerships, executive communications, and more. While they don’t provide direct financial advising, their corporate office is a good starting point for getting your questions answered or figuring out next steps.
Finding a Local PFS Investments Financial Advisor
Since PFS Investments operates through independent contractor financial advisors across the country, the best way to reach out about opening an account or getting investment advice is to connect with a local advisor directly. You can find advisors in your state and city by using the “Find an Advisor” search tool on their website. Simply enter your zip code and investment amount and you will see a list of nearby advisors with contact info. Reaching out to connect with advisors in your geographic area is the fastest way to get your questions answered and get the process started to open an account and begin investing.
Other Ways to Contact PFS Investments
In addition to calling their corporate office or contacting local financial advisors, there are a few other ways you can get in touch with PFS Investments:
– Website contact form – Fill out general inquiries on their website contact page and a representative will follow up.
– Live chat – PFS Investments offers live chat support on their website during business hours for quick questions.
– Email – The company’s email format is [email protected]. Email a specific representative or advisor if you have their name.
– Social media – You can also message PFS Investments through their social media pages on Facebook, Twitter, LinkedIn, and YouTube.
Reaching out online or through social media may take 1-2 business days for a response but provides additional options to get in touch.
As one of the leading independent broker-dealers in the U.S., PFS Investments offers a wide range of investment products and services to help clients meet their financial goals. Their corporate office phone number is the best contact for general inquiries, while local financial advisors can provide direct assistance for new accounts or investment guidance. PFS Investments can also be contacted online through their website contact form, live chat, email, and social media pages.