Our Team
Typically Peter's clients are referred to him by other clients who appreciate what he does for them. These include individuals, families and businesses including legal and accounting practices, artists, musicians, athletes, and many others. Peter services a broad spectrum of clients, and they are diverse in their interests. Every day brings something different, and Peter always looks forward to learning something new about his clients, their families and their interests.Often, Peter and his assistant, Joan Bersch will be called upon to assist clients with transferring various accounts in to Janney in order to help them consolidate their investments. Investments that clients often request include Municipal Bonds (Muni Bonds or Tax Free Bonds), US Government Bonds (Treasury Bonds), US Agency Bonds, Equities (Stocks), Unit Investment Trusts (UIT’s), Mutual Funds, Exchange Traded Funds (ETF’s), Variable Annuities, Fixed Annuities, and Life Insurance (with or without Healthcare Riders).
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan, with high-level service, that helps your valued employees achieve financial security.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
Financial Planning
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Maximize the Value of Your Business with Insights from an Investment Banker
If you own a business, selling your company could be the most important financial transaction you’ll undertake.
Recent Event: A Medicare Primer
What's Medicare? Do you need it? How and when do you enroll?
Recent Event: Janney's 2024 Mid-Year Market Update
What’s next for the economy and markets?
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Discover Generous New Tax Credits for Start-Up 401(K) Plans
Newly expanded tax credits provide welcome relief from the costs associated with plan administration and company contributions.
Tax-Smart Charitable Gifting Strategies
Take advantage of the current tax rules to support the charities you care about and save on your taxes at the same time. This article features strategies to consider.
Building a Personalized Asset Allocation
Learn how a well-defined asset allocation guides the path your investment portfolio follows to achieve your long-term financial goals.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.