At PFM, financial advisors play an active part in designing and executing the financing strategies of theirclients. They see as both theirclients' partner and guide in helping to achieve their specific goals.
The company offers financial advice and consultation to empower, mobilize, educate & ensure sustainable outcomes. Financial advisory services are provided by PFM Financial Advisors LLC, registered municipal advisors with the Securities and Exchange Commission (SEC) and the Municipal Securities Rulemaking Board (MSRB) under the Dodd-Frank Act of 2010.
Consulting services are provided through PFM Group Consulting LLC.
The company has not participated in any projects.
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