# PFS Advisors- Jeffrey A. Polanco

- **Website:** <https://pfsadv.com>
- **Primary alias:** `pfsadv.com`

## Description

PFS Advisors is a wealth management and financial planning practice serving high-net-worth individuals and retirees. Based in Poughkeepsie, New York, the firm offers personalized guidance designed to help clients align financial decisions with their goals and circumstances. Its services include retirement planning, investment strategies, insurance planning, and Social Security optimization. Advisors help clients develop retirement strategies, build investment portfolios suited to their risk tolerance and timeline, consider coverage and risk management, and evaluate when and how to claim Social Security benefits.

PFS Advisors emphasizes fiduciary service, comprehensive planning, and tax-efficient wealth strategies. The firm states that its advisors draw on the resources of Fortis Capital Advisors, including access to professionals with CFP, CFA, and CPA credentials. Fortis manages more than $1.2 billion in assets, according to the site, and investment advice is offered through Fortis Capital Advisors, LLC, an SEC-registered investment adviser. PFS Advisors reports serving clients since 2012 and having more than 50 certified advisors. Prospective clients can schedule a consultation to discuss their financial needs.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [facebook](https://facebook.com/JeffreyPolancoFinancial)
- [linkedin](https://linkedin.com/company/pfs-advisors-in-wealth-management)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idYxtHGfEs/w/128/h/128/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1791948997539)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idYxtHGfEs/w/211/h/211/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1791948997634)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Blaze Orange | #f26201 | accent |
| Mikado | #281b0e | dark |
| White | #ffffff | light |

## Fonts

- Roboto — asset _(google)_
- var(--font-sans) — asset _(custom)_

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_Source: <https://brandfetch.com/pfsadv.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._