PeterAlexander & Co., Inc.
Financial-Services
Website
Company Tagline
Integrated financial services catered to entrepreneurs, executives and business owners as well as their families.
Industry Category
Business Keywords
Company Description
PeterAlexander & Co., Inc. delivers integrated financial services, expertly catering to the unique needs of entrepreneurs, executives, business owners, and their families. With a commitment to comprehensive financial planning, PeterAlexander assists clients in reducing taxes, funding education, securing retirement, facilitating business transitions at fair value, and developing attractive employee programs. By deeply understanding each client's present circumstances and future aspirations, PeterAlexander creates flexible plans designed to evolve with changing objectives.
Located in Conshohocken, Pennsylvania, at 15 Union Hill Road, Suite 150, PeterAlexander & Co., Inc. combines experience with a hands-on approach to financial guidance. The company's dedication ensures that clients receive knowledgeable support and personalized care, helping them realize their financial dreams and secure their futures. PeterAlexander stands as a trusted partner in navigating the complexities of financial planning and wealth management.
PeterAlexander & Co., Inc. provides a full spectrum of financial services, dedicated to helping you reach your financial goals. We invite the manager of PeterAlexander to create a customized and exclusive company showcase and product listing on our platform, and further increase the visibility of PeterAlexander & Co., Inc.
Key Personnel / Employees
Compare Companies Side by Side
Compare PeterAlexander & Co., Inc. with 3 companies in Financial-Services
| Comparison Field |
PeterAlexander & Co., Inc...Main Company |
Advisor Partner Grou...View Profile |
MJA Business Solutio...View Profile |
LOTUS Financial Part...View Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 2017 | 2007 | 2006 |
|
Company Size
|
— | 2-10 | 11-50 | 2-10 |
|
City
|
Conshohocken, Pennsylvania | Coffs Harbour, New South Wales | Denver, Colorado | |
|
Country
|
United States | United States | ||
|
Skills & Keywords
Comparing with main company
|
12 Total Skills
Financial Services
Wealth Management
Retirement Planning
Investment Advisory
Business Planning
Tax Reduction
Estate Planning
Accumulation Planning
Legacy
Distribution Planning
Financial Planning
Conservation Planning
|
8 Total
2 Common
6 Unique
Match
17%
Common Skills:
Estate Planning
Wealth Management
Unique Skills:
Annuities
Disability Insurance
Income Planning
Investing
Life Insurance
Long Term Care Insurance
|
10 Total
10 Unique
Unique Skills:
Advisory Services
Bookkeeping
Budgeting
Business Advice
Business Coaching
Cashflow
+4
|
17 Total
1 Common
16 Unique
Match
8%
Common Skills:
Wealth Management
Unique Skills:
Asset Allocation
Budget Planning
Educating Women
Financial Advisor
Financial Literacy
Financial Management
+10
|
4
Total Companies2006
Oldest Founded1
Countries44
Unique SkillsSimilar Companies
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Alternative Company Names
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