PKS Financial Services

Purshe Kaplan Sterling is committed to providing clients with the best advice and products to protect assets, enable transfer of wealth and provide for family. That is the reason we created PKS Financial Services Inc., our affiliated insurance firm.

PKS Financial Services empowers each Investment Executive to work with our clients to properly explore and assess issues which profoundly affect their future. To accomplish this, our Investment Executives work with experienced in-house insurance professionals and draw from strategic alliances with outside financial and legal specialists.

Services include estate planning, business continuation planning, long-term care, life and disability insurance. PKS Financial Services pledges to be competitive in price and unsurpassed in service.