5 /5 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
