Vin Guida I started working with Pete in 2017 after attending his seminar on strategies to minimize taxes.
Peteās knowledge of investing combined with in-house tax preparation by an enrolled agent is the best combination to keep your hard earned money. Also, Investment options/decisions are expedited when tax information is at Peteās fingertips.
After retiring a few years ago we have worked to optimize income from an inherited IRA while minimizing the taxes and IRMAA surcharges for Medicare premiums.
He is a wealth of knowledge and always willing to take the time to explain the subject matter. I look forward to meeting with Pete to discuss both financial planning and our personal lives.
Vince
Lesley Hipsher Beautiful bank in a great little town in the Midwest. The people I was in contact with were delightful. I was attending a meeting in the basement and even it was a Beautiful space.
Kathy Smolen My husband and I have bringing our business here over 15 years, the service has always been excellent. I dread tax season, the staff make it a positive experience for us. Keep up the great work! Thank you!
Mona Mona Trevier was a joy to work with on all projects. We had a goal set for what needed to be done and he surpassed that goal making me feel very comfortable. I look forward to working with him on other projects that may come up in my future.
Michael Wallace Mark has great attention to detail and works hard to keep in touch with you all year long. He truly cares about your future and your knowledge of where your at along the way!
bm sommer Partners was excellent on my latest home insurance renewal. They worked with me and found a rate that is outstanding. The folks at Partners, Lacy and Courtney, are top notch!
