We believe that many people find financial services confusing and complex; as such they may miss out on potentially rewarding financial opportunities. They may also take uneducated financial risks or fail to adequately protect their assets. That’s where we can help!
The experienced advisors at Professional Financial Associates (PFA), including Richmond residents Tim and Rebecca Monty, provide integrated financial strategies and services to address the personal and business needs of today’s busy professionals.
The Colchester-based team focuses on financial planning and retirement planning. We also offer a variety of protection and investment products, including life, health and disability insurance and long-term care, mutual funds, annuities and IRAs.
WSBA members receive a $200 discount on financial plans