Business Owners

Financial Strategies Advisory

Financial Strategies Advisory (FSA) is a full- service private wealth management and financial advisory firm who has been working with individuals and businesses in the Motgomeryville area since 1986. The firm holds a strong commitment to helping people pursue their financial goals by providing financial advisory services which include tax and investment management, retirement strategies, estate conversations, and insurance/annuity products. FSA is so dedicated to developing lasting relationships with their clients that the organization had to relocate their business due to their planned business growth over the next two years.

FSA believes in helping their clients assess their financial goals and actively participates in the management of their client’s finances just as PCDfc believes in helping small business navigate their way to success. PCDfc successfully supported FSA with real estate acquisition of a multipurpose space with a 20 year CDC debenture to augment Republic Bank’s 10 year fixed term.