Who We Are
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).
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.