Nicholas S. Perod, Jr. CEP

As a full-service independent advisor, Nicholas provides his clients with all the tools and resources necessary to make informed, educated decisions.

His objective is to help each client, individuals and businesses, formulate a comprehensive financial plan to build and preserve the wealth they desire to meet personal and/or family goals, whether grand or modest. Areas of expertise include Retirement and Education Planning, Asset Allocations, Stocks, Bonds, Mutual Funds, Group & Personal Life and Health Insurance, Medicare Supplements, and Long-Term Care Insurance.

He has a B.A. Degree in Business Administration from Washington and Jefferson College and a CEP (Certified Estate Planner) designation from the National Institute of Certified Estate Planners.  He is married and has two daughters.   Nick and his family reside in New Castle.

Nick and his team welcome the opportunity to review your current portfolio and to recommend the combination of products and services that best suit your needs.