Vin Guida I started working with Pete in 2017 after attending his seminar on strategies to minimize taxes.
Pete’s 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 Pete’s 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
tom mikolasek I have been with TCCU Hillsboro for many, many years, nearly since they came to Hillsboro. From the very beginning all staff has been extremely helpful and friendly. Ive always gotten good customer service and have much confidence in the staff in Hillsboro.