Pension Financial Services Inc - Duluth, Georgia

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Pension Financial Services Inc.: A Comprehensive Overview

For individuals and businesses seeking expert financial planning services, Pension Financial Services Inc. presents itself as a firm dedicated to assisting clients with their retirement and investment needs. Located at 3700 Crestwood Pkwy NW # 550, Duluth, GA 30096, and reachable at 6789248888, PFS401k.com offers a range of services designed to provide clarity and security within the complex world of retirement savings.

Key Features and Specializations: Pension Financial Services Inc. specializes in 401(k) plan administration and employee benefits, but their expertise extends to broader financial planning. They assist companies in establishing, maintaining, and optimizing their 401(k) plans, ensuring compliance with ERISA regulations. Furthermore, they provide personalized retirement planning strategies for individuals, considering factors such as risk tolerance, time horizon, and financial goals. Their services include asset allocation, investment selection, and ongoing portfolio management.

Location and Accessibility: The company’s physical location at 3700 Crestwood Pkwy NW # 550 in Duluth, Georgia, is designed to be accessible to clients. Notably, PFS401k.com offers a wheelchair accessible entrance, wheelchair accessible parking lot, and a wheelchair accessible restroom, demonstrating a commitment to inclusivity and convenience. This accessibility is a significant advantage for clients with mobility concerns.

Client Feedback and Reputation: It’s important to acknowledge client feedback, which, currently, reflects a less-than-stellar experience. As of today, the company has 2 reviews on Google My Business with an average opinion of 1/5. While this requires investigation and potential improvement, it's crucial for potential clients to be aware of this data. Further research and direct contact are strongly recommended to gain a comprehensive understanding of client experiences.

Additional Information:

• Website: pfs401k.com
• Phone: 6789248888
• Address: 3700 Crestwood Pkwy NW # 550, Duluth, GA 30096

Recommendation: Despite the currently reported average opinion, Pension Financial Services Inc. possesses a focused area of expertise – particularly within 401(k) plan administration. However, due to the low average rating, prospective clients are strongly advised to delve deeper into recent feedback and potentially speak directly with current or former clients to assess the quality of their services. We recommend visiting their website, pfs401k.com, to explore their offerings and contact them directly to discuss your specific needs. A thorough investigation is essential before entrusting your financial future to any firm.

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👍 Reviews of Pension Financial Services Inc

Rod &. M. S.

1/5

I had a large 401k amount to rollover into an IRA and sent the required form and checked the box to send by FedEx. When I checked my 401k, it showed a zero balance but I had heard nothing from PFS. I sent an email and the response was that it was being processed and "mailed" to my home address. It occurred to me that I would have to sign for the delivery and I emailed the rep the next day to ask for a tracking number. This is the exact (and total) response: "It was sent regular mail as my e-mail stated." No, the email didn't say "regular mail" and I checked the box to have it sent express. So now, I have a large check floating around in the regular mail with no way to track it. I wouldn't recommend using this company.

Jessie J.

1/5