The PNC Financial Services Group

PeterAlexander was founded in 1991 by Rick Hellberg to provide comprehensive financial services to individuals, families, and businesses. The need for quality, objective planning was of the utmost importance to Rick as he started this journey and remains so today. PeterAlexander delivers what clients need to pursue their goals, not the goals of the firm. We believe that providing sound advice designed for our client’s needs will create a lasting relationship for both client and advisor. We seek to understand our client’s financial situation, their objectives and their wishes. The plans we develop address reducing taxes, funding retirement and other major life events, legacy planning and business succession.

The Haverford Trust company, founded in Philadelphia in 1979, offers investment management, trust, estate and private banking services. Privately owned, The Haverford Trust Company adheres to a single, successful investment philosophy that is characterized by consistent, predictable growth and the containment of risk. Its clients include individuals, trusts, religious organizations, endowments, nonprofits, private foundations, public companies and corporate and employee benefit plans.

Pennsylvania Trust Company, established in 1986, offers a range of investment strategies to individuals, families, foundations, and companies at their Wayne, PA location on the Main Line. Their services include growth, fixed income, equity income, and social responsibility investments, as well as financial planning and tax assistance to meet the diverse needs of their clients. Generated from their available business information