Scott Pfeifer, CFP®
My unique perspective comes from my time at West Point and serving as an Army Officer. I use my knowledge, discipline and patience in my role as a financial advisor.
“It’s all about helping people build, manage and transfer their wealth in a way that reaches their goals.”
I have a teamwork approach to financial planning, from consolidating 401Ks and IRAs to providing comprehensive insurance solutions to ensuring you’re getting the most from your investments. I am committed to helping you understand your options and set an achievable path toward financial peace of mind.
Call today to set up a free, no-obligation conversation about your financial well-being and see how I could help you achieve your financial goals.
Registered States: AL, AZ, CA, CO, FL, IL, KS, MO, NC, NM, TN, TX, VA
Securities and advisory services offered through CommunityAmerica Financial Solutions, LLC (“CAFS”), Member FINRA/SIPC. CAFS is a SEC registered investment advisor. Products offered through CAFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. CAFS is a wholly-owned subsidiary of CommunityAmerica Credit Union.