Who We Serve

enter Professional Investment Management Services (PIMS) serves as an advisor to individuals and families throughout the U.S. who as seek a long-term partnership and a disciplined approach to their financial future. Our clients choose to work with PIMS for our proactive, innovative and personalized investment process and our commitment to helping them achieve their financial goals. Our clients value the integration of comprehensive financial planning with our access to sophisticated investment portfolios. Most of all, clients look to us for experience they can trust, unbiased advice, and an unwavering dedication to client satisfaction. Click on the links below to learn more about who we serve:

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Comprehensive Retirement & Investment Planning

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Financial Planning for the Young Professional

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Financial Planning for the Extreme Athlete

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