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.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
October Investment Perspectives
We take a closer look at economic activity in China, the potential changes to tax exemptions and what that might mean for munis, and how earnings expectations drive stock prices.
Status and Investment Implications of Infrastructure, Clean Energy, and Semiconductor Spending Acts
In this special report, our Investment Strategy Groups discusses the investment impacts of recent major government spending initiatives.
Here’s What You Can Do to Prevent Check Fraud
Instances of check fraud are on the rise in the U.S. Here are some best practices to help you avoid becoming a victim.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.