Peteralexander & Co., Inc
At PeterAlexander we provide comprehensive financial services to individuals, families, and businesses. The plans we develop help our clients to reduce their taxes, educate their children, fund their retirements, pass their businesses on at fair value, and create programs to attract and retain valuable employees. By understanding and knowing our client today, we are able to create plans that pursue our client’s goals now, and in the future, while providing the flexibility to change with their objectives and circumstances. Our staff consists of experienced professionals with a “hands on” approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping make your dreams a reality.* Planning and Investment Advisory Services offered through Peter Alexander & Company, Inc, a Pennsylvania Registered Advisor
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Verified contacts
3
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LinkedIn employees
2
1 to 10 range
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Distinct roles
3
indexed titles
Tech stack
1
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Monthly traffic
8
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
- MD
Michael Diaz
Financial Advisor · Finance & Accounting
EmailPhone - RH
Rick Hellberg
President · General Business & Management
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Top roles at Peteralexander & Co., Inc
3 distinct titles indexed · top 3 shown.
- 1assistant manager
- 1financial advisor
- 1president
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