Our mission is to be the trusted financial advisor for all aspects of our clients' financial lives. In so doing, we take the time to develop a complete understanding of each client's financial goals and aspirations, their individual circumstances, and their investment objectives and concerns.
With that information, we help our clients make informed investment decisions and keep them focused on their intended path to a secure financial future. We continue to work closely with our clients using an ongoing consultative process to help guide them through life's challenges, and remain on the right track for financial success.
At PKS, our constant objective is to help you meet your long-term financial goals.
Stocks have been battered by the Federal Reserve’s quest to rein in the highest rate of inflation in 40 years.
So far, however, investors have expressed little concern over the crisis that has rocked cryptocurrencies. [...]
PKS Investment Advisors LLC, is pleased to announce that Gigi G. LeKites, CFP®, CRPC®, has been admitted as a partner with the firm. Her admission is a direct result of her continued commitment to client service, [...]
Bonds have a reputation as a "safe" investment compared to stocks. In some respects, that's true. But they can also be risky, which is why investment advisors generally recommend that people in typical circumstances keep[...]