I’ve been a client of Peter’s for over a decade now and truly appreciate all the guidance and advice I’ve received. Working in the entertainment industry, our income has been very sporadic, especially since COVID and all the industry rollercoasters. Peter was able to help our family with financial planning and cash flow planning during some of the most volatile times to ensure we stayed on track. He is very responsive, thorough, and trustworthy. It has made the whole process so easy and enjoyable. Overall, I highly recommend Peter for anyone looking for a detail-oriented professional who excels at listening and embraces technology in their practice. He's the best!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.