PKS Investments

About Us

You deserve personal attention and independent, unbiased investment advice. We focus on your goals & your financial security. There are no proprietary products, no minimums, and no pressure. Each client receives the premier level of wealth management. Choose from a complete range of investment opportunities and services: Insurance & Benefit Plans: Life, Long-Term Care, Disability; Annuities; Bonds, CDs, Stocks, over 8000 Mutual funds;Real Estate Investment Trusts; Unit Investment Trusts;Cash Management: checking, credit cards, automated investment plans, retirement paychecks, online account access; Tax-Advantaged Retirement Plans for companies, individuals, & the self-employed; Education Savings. Your assets are held with National Financial Services. As a part of Fidelity, NFS leverages the resources & experience of one of the world’s largest financial services companies. Our guiding values: quality, security, integrity, and service.