Description
Peter Kizis, a financial advisor based in Forty Fort, PA, assists individuals and families with their financial objectives. He provides personalized financial planning and investment services. Peter specializes in retirement planning, offering guidance on various IRA accounts (traditional, Roth, SEP, SIMPLE) and 401(k) and 403(b) plans. Investment management includes bonds, stocks, treasury bills, and other securities, along with brokerage accounts and variable annuities. Beyond investments, Peter offers holistic financial planning, covering tax, college, and estate plans, plus insurance solutions like disability, life, and long-term care.