We have over 35 years of experience as a Certified Public Accountant (CPA) and over 20 years as a Certified Financial Planner) CFP. With our combined certifications and experience and knowledge, we are equipped to handle all your financial planning and tax preparation. Many of our customers are repeat customers who return to us year after year to handle their taxes or financial portfolio. Other clients include retirees or near-retirees who come to us for their estate planning and retirement planning needs. Whether you are an individual or a business, we can handle all your financial planning.
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Sentiment Analysis
I have recommended Pete’s services to many friends and colleagues all who have had positive relationships with him.
He always provides good financial advice.
Not only does he handle our taxes, but we have turned over our investments to him to manager.
My wife and I have been using Peter Weisberg s CPA services for many years now!
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