Peter Alexander Financial Services
About the Business
Peter Alexander Financial Services is a reputable finance institution located at 15 Union Hill Road in Conshohocken, Pennsylvania, United States. With a strong focus on providing personalized financial solutions to individuals and businesses, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for assistance with investments, retirement planning, or wealth management, Peter Alexander Financial Services offers a wide range of services to meet your needs. Trust us to provide expert advice and guidance to help you navigate the complex world of finance.
Photos
Location & Phone number
15 Union Hill Rd Suite 150, Conshohocken, PA 19428, United States
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"For years I worked with an advisor at a big firm, and I always felt like my investment options were limited. I yearned to invest in municipal or corporate bonds but never received the support or guidance to do so. Three years ago, I met Rick and Mike of PeterAlexander at a workshop and we stayed in touch. Keeping an eye on their work, I soon realized the endless potential I’d gain by working with them instead. I was happy to learn that my assumptions were correct—I now have a wider range of investment opportunities to choose from. Their knowledge about insurance and trusts is an added bonus that’s been extremely beneficial to my family. Thanks to their team, I have now transferred all my investments into one financial institution, making it easier to transfer my assets to my sons in the event of our passing. I am pleased with my decision to make the switch to PeterAlexander."
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