en     ru     jp
 
 
  Home
News
Library
Newsletters
Event Calendar
Advertise
About
Contact
FAQ  
  Finance Lounge   LOGIN HERE!  
Add privatebanking.com as a search provider to your browser  
 
Advanced Search  
Private Banking & Wealth Management search tool 
     
  Search entity  
 
 
Home
      
North America
      
USA
      
Maryland
      
Ocean City
      
Wealth Managers
      
PKS Investment Advisors LLC
       
 
Back
 
   
Review Avg.
Reviews: 0
 
Contact Page
Additional information
Write Review
Browse Review

 
Additional information
 
PKS Investment Advisors LLC
 
 
Mission statement: 

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.
Overview: 

As such, the firm represents the interests of its clients and not that of a brokerage firm or insurance company. The firm is affiliated with PKS & Company PA., one of the largest and most respected Certified Public Accounting firms on Delmarva, serving its clients since 1978.
This relationship enables PKS Investment Advisors to extend the income tax and estate planning services of the CPA firm to its clients under one roof. It is the core belief of both PKS Investment Advisors and PKS & Co, PA that the coordination between financial plans and tax plans benefits clients with a service truly unique to financial planning.

As a fully independent financial advisor, we are not restricted to any financial institution, product or service, and we work exclusively for the benefit of our clients.
History: 

Established in 1999, PKS Investment Advisors LLC is an independent registered investment advisor.
Toll Free:  +1 800 274 2564


 
 
Back
 
 

Privatebanking.com
Get the attention you always wanted and promote your corporate image and standing by benefiting from our state of the art interactive web presence.
     Privatebanking.com
   
  Read more  
 
Ascent Limited
Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.
     Ascent Limited
   
  Read more  
 
 
Home News Library Newsletters Event Calendar Advertise About Contact FAQ
Privacy Policy     Terms of Service
 

© Copyright by PRIVATE BANKING.COM
2002- - All rights reserved.