PFS Investments

contact for price

Select a service

Zip code

Industry

Business stage

Business plan

Sorry this pro can’t do your job, but we know other pros who can.

Check them out

Introduction: First of all I do not charge a fee to my clients for working with them. We work with families and individuals and free up anywhere from $100-$1,000 per month for them in areas that they overspend. We work in the areas of taxes, debt, insurances, and investments. We teach concepts and show clients their debt freedom date and their Financial Independence Number. My clients are able to get debt free decades sooner than they are on track for, and retire with the lifestyle they desire.

Overview

Hired 19 times

Background checked

2334 employees

47 years in business

Payment methods

Ask this pro about their preferred payment method.

Featured Projects

8 photos

Reviews

Exceptional 5.0

6 reviews

5

100%

4

0%

3

0%

2

0%

1

0%

Matt J.

Mar 30, 2017

Knowledgable, informative, extremely helpful!

Jason Y.

Mar 21, 2017

Mark is very professional and did a great job with my investments. Finally on track for a happy retirement. Thanks Mark.

Jp c.

Mar 21, 2017

Mark knows his stuff. Brought me and my family a ton of value. We are in a better situation today because of him.

Caleb M.

Mar 28, 2017

Mark freed up over $900 a month for my wife and I. The great thing about it is, that I went from paycheck to paycheck with no emergency savings, to having a growing and healty emergency account - I learned how to become my own credit card! My wife is a stay at home mother of two and she almost had to go back to work part time... Also, Mark put us on track for a comfortable retirement and started college funds for my two little kids! Mark Lunn really knows what he's talking about, and if you are reading this and considering an adviser...consider no more. You found the right person right here.

Christopher T.

Mar 31, 2017

I thought I knew how money worked, like most of us. Turns out without Mark's guidance I would've never been on track to retire. Another thing Mark showed me was my debt freedom date...working with Mark I will be debt free in just a few years!!

Credentials

Background Check

Mark Lunn

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
I have a pretty standard pricing system. I do not charge a fee for anything that I do.
What is your typical process for working with a new customer?
Our approach is education based - we teach people how money works. We show how to protect the client income and show what needs to be done in order to retire they way they want. Generally there are a total of three meetings. The first we show the concepts and answer any questions or concerns the client may have. The second we collect data and on the third meeting we present the proposal and make any changes we need to.
What education and/or training do you have that relates to your work?
I am an Honorably discharged Gulf War veteran of the United States Navy. Additionally I have a Bachelors in Business Management from Kent State as well as an Executive MBA. I hold active Series 6 and 65 licenses which means I can help someone with nothing build something. If a client has significant assets I can help them to protect it and provide a legacy as well.