Personal Financial Solutions

Financial Planning

Insurance, Health costs, Retirement planning

We analyze your financial situation and make recommendations to improve your over all health related costs including insurance, medication and HMO coverage. In short, we save you money!

Consulting

We optimize your business expenses

Personal Financial Solutions is your address for savings for your organization and employees.

We use the tools we have mastered in personal financials savings and apply our methodology to your whole staff and company.

Accounting Analysis

Enterprise & critical financial analysis

We have years of experience with countless financial analysis, we have developed tools that allow us to analyse your accounting practices and financial analysis including strategic planning projects for now and the future.

Meet the Team

Stu

CEO & owner

Stu is the owner and CEO of Personal Financial Solutions (PFS). He has countless years experience in helping people find financial solutions to fit their personal needs.

Yonah

Finanical Planning Manager

Yonah is Stu’s right hand man, taking care of customers and bespoke projects relating to all areas of Personal Financial Planning bespoke projects and general client management.

Jason

Technical Manager

Jason works alongside Stu and Saul. He is in charge of anything technical including website building, web analytics, billing issues and day to day technical support to customers.

Is PFS The Right Consulting Agency For Me?

Personal Financial Solutions is a consulting company originally formed to help the elderly navigate the complex financial, legal, and above all medical systems. Countries have different laws and regulations. Our goal is to help and advise them on using the correct companies. We do not invest for them only direct them to professionals who do it for them. We then monitor it. In the medical field we are more involved in helping submit claims and where to go for their needs.

Who We Work With

Personal Financial Solutions works with all kinds of clients. Over the years we have made arrangements with many professionals. These include lawyers, accountants and Doctors. Many of our referrals come from them. We have also been hired by these groups and work together consulting for their clients. Many long term care facilities are also involved with us.

Our Clients Include: Haddasah, Reform Magazine, AIPAC, AARP, Biblical Archaeology, Bnei Brith

Contact Us!

Be in touch today

1415 Queen Anne Rd
Teaneck, Bergen County 07666
USA

Phone: 201-353-7990

stu@pfs-israel.com