Sherry Metzler Every interaction I have with Scott Credit Union is pleasant and professional. They are always willing to accommodate your request, if possible. Everyone I have dealt with is friendly and nice!
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
Sharon Manning Elizabeth is so sweet, she listens to your needs, tries to get the most for your money at the best price available. She is very giving to the town and very involved. She treats you like family.
