Company description
PeterAlexander delivers what clients need to pursue their goals, not the goals of the firm. We believe that providing optimum solutions designed for our client’s needs will create a lasting relationship for both client and advisor.
We understand our client’s financial situations and financial goals. 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.
