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About PKS Financial Services, Inc.

PKS Financial Services, Inc (PKSF) is a PKS affiliate that operates as an insurance sales agency throughout the United States, providing a cutting edge insurance platform for the Registered Investment Advisor. The Firm traces its roots back to 1989 when it began as a brokerage firm catering to high net worth individuals, CEOs, high profile professional athletes and large institutional clients.

PKS Financial Services' competitive advantage in strategic issues is secured by an extensive knowledge of Insurance, Annuities, Estate Planning and Succession Planning. This depth and breadth of understanding in these fields of study ultimately benefits the advisor and their clients.

Offering a full array of products and services to meet client needs, PKS Financial Services provides access to:

Insurance

  • Life
  • Long-Term Care
  • Disability Income
  • Linked Benefit

Annuities

  • Fixed
  • Immediate
  • Deferred
  • Index
  • Variable

Retirement products and programs

PKS Financial is a privately owned N.Y. corporation which functions as an advocate on behalf of the advisor and their clients.

Copyright © 2012 PKS Financial Services and Purshe Kaplan Sterling Investments. All rights reserved.