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Dennis B Pellegrini Peak Brokerage Services LLC Financial Planner - Reading (PA)

Address: 🏡 49 Commerce Dr, Reading, PA 19610

Phone : +1 (610) 898-1241

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJoesYTq13xokRsAKR4MYAraI

Where is Dennis B Pellegrini Peak Brokerage Services LLC Financial Planner 🏡?
49 Commerce Dr, Reading, PA 19610
What is the phone number Dennis B Pellegrini Peak Brokerage Services LLC Financial Planner 📱?
(610) 898-1241
What Clients Are Saying about Dennis B Pellegrini Peak Brokerage Services LLC Financial Planner (on GG)

5 /5 raymond albert: Ive know Dennis for many years, professionally and personally. Ive also invested with other financial planners If youre looking for an honest investor; one who actively listens to your need; Dennis Pellegrini is the one To choose

5 /5 Jay Winkleman: Level-headed and trustworthy. Your money is in good hands.

5 /5 Nate Lesher: It was a great help to have Dennis set up my retirement portfolio!

5 /5 Ernesto Salgado: Dennis takes the time to understand your financial goals and provides personalized advice that truly makes a difference. His professionalism and dedication to his clients are evident in every interaction. Highly recommend Dennis for anyone seeking reliable and insightful financial guidance.
Convenient Location
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Bob Beidler: Brian was recommended to me over 15 years ago, just as he was starting his own independent business, and I have been working with him ever since. Brian has been instrumental in implementing my families financial goals and strategies. He developed specific plans for our childrens college funds, rolling over existing IRAs from previous jobs, starting new traditional and Roth IRAs for my wife and I, life insurance and long term care planning, plus he advises on my current 401k even though he doesnt have a vested interest in it. We have quarterly review meetings plus Brian is available at other times as well. Brian has high morals, values, and integrity. He has never tried to sell or push any investment or insurance products that werent in line with our needs. I would highly recommend Brian and Pathway Financial Services.

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