PeterAlexander, Inc.

PeterAlexander, Inc. Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from PeterAlexander, Inc., Financial planner, 15 Union Hill Road, Suite 150, Conshohocken, PA.

The goal at PeterAlexander is to help our clients make their family ties stronger, to pass on the things that mean the most to them, and to make sure the way they handle their money and estate planning is a true reflection of what matters most to them.

06/01/2026

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debts, and down payment to give you a number.

There are many factors to consider before tapping retirement money to pay for college.
05/29/2026

There are many factors to consider before tapping retirement money to pay for college.

There are three things to consider before dipping into retirement savings to pay for college.

Learn about Medicare’s popular program, offering retirees free gym membership and health education.
05/27/2026

Learn about Medicare’s popular program, offering retirees free gym membership and health education.

Medicare’s popular program, offering free gym membership and health education.

Retirement can bring both challenges and opportunities for women who have spent years focused on their careers. Check ou...
05/25/2026

Retirement can bring both challenges and opportunities for women who have spent years focused on their careers. Check out this article for tips and strategies on how to navigate this significant transition and make the most of your retirement years.

Tips and strategies for women approaching retirement to ensure a smooth transition.

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retir...
05/22/2026

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retirement, you may need to consider how a down-market could impact your next chapter.

This short video illustrates the importance of understanding sequence of returns risk.

What rate of return would it take to hit your savings goal? Enter your target and timeline, and this calculator will tel...
05/20/2026

What rate of return would it take to hit your savings goal? Enter your target and timeline, and this calculator will tell you what you'd need to earn.

Work backwards from your savings goal to find the rate of return you'd need to get there.

C&R Research reports that the average American spends \$219 on subscriptions. Many find themselves with an unclear idea ...
05/18/2026

C&R Research reports that the average American spends \$219 on subscriptions. Many find themselves with an unclear idea how much they are spending on their services, in many cases underestimating the amounts by upwards of \$100 per month.

A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.

Lost 401(k)s are a huge issue, with over 24 million forgotten. Learn more about what you can do in our new article.
05/15/2026

Lost 401(k)s are a huge issue, with over 24 million forgotten. Learn more about what you can do in our new article.

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.
05/13/2026

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.

Five phases to changing unhealthy behaviors.

Feel empowered with this step-by-step guide to reviewing your life insurance needs.
05/11/2026

Feel empowered with this step-by-step guide to reviewing your life insurance needs.

Learn how the review process works and how it may help you better understand your Life Insurance.

Address

15 Union Hill Road, Suite 150
Conshohocken, PA
19428

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+16109401441

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