About

Through tailored and timely financial and investment advice, my goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, I’m ready and equipped to help you make decisions for your future.

Working with Us

We provide advice, guidance, and resources for your financial life.

Working with Us

Location

We’re conveniently located. Give us a call or stop by.

Locations

Our Commitment to You

We’ll make financial and investment recommendations with your best interest at heart.

Our Commitment to You

Meet Our Team

Peter Georgelakos

Branch Manager
Senior Vice President - Investments

Joseph Juras

Financial Consultant

Effie Filipidis

Senior Administrative Assistant

Languages

  • Greek
Why Invest With Us

Why Invest With Us

Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.

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