About Us
Most people haven’t achieved all of their Financial Goals. The challenge for most is time and confidence.
Since 1977, we’ve been building financial plans in a few simple steps that are easy and fun to follow.
How We Got Started
We started in 1977 as a company who helped people earn extra income part-time while helping others pursue their financial independence.
We continue this mission today. We opened our newest office in DeWitt in March 2020.
We excel at taking great care of our clients and mentoring people who enjoy helping others, want their own business and are looking to make more money with a flexible schedule.
If you know of anyone, please let me know. We have daily interviews available on Zoom.
The products and services we offer
Products & Services
Information is the foundation of wealth and financial success.
Our FNA, Financial Needs Analysis, helps people get their heads around their finan...
It’s the most deceptive area within Financial Services. Knowing how it works helps families take control of their Financial Lives.
When you need to count on expertise, we're here to help. PFS offers free consultation calls to clients in and around East Syracuse. Let us be your ...
Recommendations Given (7)
"Helen is devoted to supporting and advocating local artists."
"Randy is very knowledgeable and easy to talk with. His services are essential to any business..."
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"Randy is very knowledgeable and easy to talk with. His services are essential to any business looking to be successful."
Recent Activity
There are several ways to shop local, more events are being added each year.
The Buy Local Bash in Syracuse just happened on Monday and the Sky Armory is hosting a pop-up shopping event on Saturday 11/30.
I've heard of a few credit card companies offering bonuses for purchases from small...
(more)
There are several ways to shop local, more events are being added each year.
The Buy Local Bash in Syracuse just happened on Monday and the Sky Armory is hosting a pop-up shopping event on Saturday 11/30.
I've heard of a few credit card companies offering bonuses for purchases from small businesses.
As a small business owner, I support small businesses. Sky Armory in Syracuse is having an awesome event on the 30th and the Buy Local Bash is on 11/25 at the F Shed of the Regional Market in Syracuse.
These two events will give you excellent access to some of CNY’s best and most creative small...
(more)
As a small business owner, I support small businesses. Sky Armory in Syracuse is having an awesome event on the 30th and the Buy Local Bash is on 11/25 at the F Shed of the Regional Market in Syracuse.
These two events will give you excellent access to some of CNY’s best and most creative small businesses and a perfect opportunity to meet new people.
Seasonal income that fluctuates is a challenge. One way I help my clients out with that is sitting down with them and completing a personalized Financial Needs Analysis.
The more detail you have about your financial life, gives you the ability to navigate your year, fluctuations included.
Pete...
(more)
Seasonal income that fluctuates is a challenge. One way I help my clients out with that is sitting down with them and completing a personalized Financial Needs Analysis.
The more detail you have about your financial life, gives you the ability to navigate your year, fluctuations included.
Pete Nicolini
315-439-6588
WOM. Word of Mouth has been most powerful for me.
(more)
WOM. Word of Mouth has been most powerful for me.
