Jeffrey Polanco, NSSA® Advisor · Poughkeepsie, NY
Jeffrey Polanco
CEO/ Financial Advisor, PFS Advisors
Professional Profile
Meet Jeffrey Polanco, a respected CEO and Financial Advisor at PFS Advisors in New York, who has been transforming lives through expert financial guidance since 1999. With a foundation as an insurance agent and advanced credentials including Series 6, 7, 63, and 65 licenses, Jeff has developed a comprehensive understanding of the financial services landscape. His transition to independent wealth management reflects his commitment to providing unbiased, fiduciary advice that prioritizes his clients' best interests.
Jeff's mission is simple yet profound: to make a genuine difference in the lives of individuals and families by enhancing their financial well-being. His strategic mindset, extensive experience, and passion for helping others enable him to create tailored strategies that address the unique goals and objectives of each client. As a licensed Investment Advisory Representative and Insurance Agent, Jeff offers a holistic approach to personal finance—building long-term relationships through his dedication and educational focus.
Jeffrey Polanco has earned the National Social Security Advisor (NSSA®) certification, demonstrating advanced expertise in Social Security claiming strategies.
If you are seeking a reliable and knowledgeable partner in your financial journey, Jeffrey Polanco stands out as a trusted advisor with a proven track record of success. Connect with him today to discover how he can help you navigate your financial future with confidence.
Disclosure
© 2025 PFS Advisors. All rights reserved. Privacy Policy Disclosures Terms of Service Investment advice is offered through Fortis Capital Advisors, LLC. 7301 Mission Road, Suite 326, Prairie Village, KS 66208. Fortis Capital Advisors, LLC is an investment adviser registered with the Securities and Exchange Commission (SEC). Additional information about Fortis Capital Advisors, LLC is available on the SEC's website at www.adviserinfo.sec.gov. Registration with the SEC should not be construed to imply that the SEC has approved or endorsed qualifications or services Fortis Capital Advisors, LLC offers, or that its personnel possess a particular level of skill, expertise, or training.
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