Verified recordFinancial Services

Peter Borho

Financial Advisor Planner at Star Financial Solutions

Based in Bradenton, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Bradenton

Industry

Financial Services

Company size

7

Contact information

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Email

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p•••••••@starfinancialsolutions.com

Phone

5 credits

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Background

About Peter Borho

By creating goals and identifying future obstacles, I work with Individuals and families to help organize and manage their financial plans. I work with business owners to potentially maximize the benefit the owner receives by establishing customized retirement and profit-sharing plans. I assist in developing plans for owners to leverage cash from an existing business and plan for the sale or transfer of the business to others. I work with CPA's and Attorney's to analyze, design and present comprehensive plans to meet a wide range of client needs; Insurance Settlements; Business buy-sell agreements, Estate Plans, Trusts, Legacy Planning; Gifting; Sale of Business. Specialties: Financial Planning, Retirement Planning, Estate Planning, Education Planning, Trusts, Insurance, Business Retirement Plans, Comprehensive Portfolio Reviews, 401(K), Insurance Settlement Services, IRA, Roth IRA Peter Borho is registered with and offers securities through Kovack Securities, Inc. Member FINRA/SIPC. 6451 North Federal Hwy, Suite 1201, Ft. Lauderdale, FL (954)782-4771. Advisory Services offered through Kovack Advisors, Inc. a SEC registered investment advisory firm. Star Financial Solutions is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc. Registered Representative may only conduct business with residents of the states and/or jurisdiction for which they are properly registered. Linked sites are strictly provided as a courtesy. Kovack Securities, Inc. does not guarantee, approve nor endorse the information or products available at the sites, nor do links indicate any association with or endorsement of the linked sites by Kovack Securities, Inc. nor Kovack Advisors, Inc."Likes", endorsements, and other recommendations should not be considered a positive reflection of the services or advice offered by Peter Borho and/or Star Financial Solutions; positive reviews of experiences with Peter Borho and/or Star Financial Solutions may not reflect the experience of all, or even most, clients. Visitors to this page should not write positive reviews of their experience as testimonials may be prohibited under state and federal securities laws

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