FINANCIAL_SERVICESPENDING

Engagement with PFM Advisor for Complex Financing

Upper Pottsgrove Township will consider approving an engagement letter with James Schlessinger of PFM Financial Advisors LLC to provide financial advisory services for financing the new municipal complex.

Status
PENDING
Document date
July 20, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Schlessinger, James of Pfm Financial Advisors Llc
Agency
Town of Upper Pottsgrove · PA

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Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Document type
Agenda
Source document
Township of Upper Pottsgrove Board of Commissioners Meeting Agenda 2026-07-20

Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Town of Upper Pottsgrove?

Schlessinger, James of Pfm Financial Advisors Llc was awarded this financial services contract by Town of Upper Pottsgrove, as recorded on July 20, 2026.

What type of contract is this?

This is a Financial Services contract, documented as a agenda record.

Where was this contract approved?

This contract appears in Township of Upper Pottsgrove Board of Commissioners Meeting Agenda 2026-07-20 (Agenda), dated July 20, 2026 from Town of Upper Pottsgrove. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Schlessinger, James of Pfm Financial Advisors Llc hold?

Schlessinger, James of Pfm Financial Advisors Llc may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

View Schlessinger, James of Pfm Financial Advisors Llc's profile

What is Town of Upper Pottsgrove currently buying?

Explore Town of Upper Pottsgrove's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

View Town of Upper Pottsgrove's profile

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