By Rick Hellberg, ChFC®, CLU® and Michael Diaz
It’s not an easy decision to find a professional you can trust to help you navigate your financial worries and hopes. Whatever it was that propelled you to consider asking for help, we want you to know that we at PeterAlexander are your advocates. We put you first—always—and strive to guide you toward a strong financial future, tailoring our services to your unique needs.
But don’t just take our word for it. Recently we asked our clients to share their experiences working with us. Here’s what they had to say.
Above & Beyond
I decided to reach out to Rick Hellberg of PeterAlexander when I experienced a change in my financial situation. After speaking with several financial advisors, I decided to go with Rick due to his comprehensive dissection of my financial standing and goals. He presented detailed actions to improve the way I handled my investments, and with his help, I was able to significantly reduce my tax burden and feel confident about what the future holds. Ultimately, I am beyond satisfied with my decision to trust Rick Hellberg. Knowing I am receiving high-quality support to grow and protect my financial situation provides me with peace of mind, which is priceless. I would recommend the PeterAlexander team to anyone. — Glen
Improved Investment Options
For years I worked with an advisor at a big firm, and I always felt like my investment options were limited. I yearned to invest in municipal or corporate bonds but never received the support or guidance to do so. Three years ago, I met Rick and Mike of PeterAlexander at a workshop and we stayed in touch. Keeping an eye on their work, I soon realized the endless potential I’d gain by working with them instead. I was happy to learn that my assumptions were correct—I now have a wider range of investment opportunities to choose from. Their knowledge about insurance and trusts is an added bonus that’s been extremely beneficial to my family. Thanks to their team, I have now transferred all my investments into one financial institution, making it easier to transfer my assets to my sons in the event of our passing. I am pleased with my decision to make the switch to PeterAlexander. — Barbara
My decision to work with PeterAlexander was not one I came to without a lot of thought and research. I had worked with a financial advisor for years but was left feeling frustrated and unfulfilled. Apart from figuring out my level of risk, I felt they had little interest in understanding my values or the reasoning behind my decision-making. Simply put, I wanted a more personalized level of service. This is where PeterAlexander came in.
I wanted to work with people who would learn to know me well enough to say, “I don’t think that’s really what you want,” or “I hear you saying that you really want this.” Additionally, I wanted to work with people who were open to sharing their opinions. Most financial managers that I have met refuse to express an opinion, and I was desiring more of a relationship and less of a transaction.
I have never once regretted my choice to switch to PeterAlexander. They have provided everything I’ve ever hoped for in a financial advisor. I believe I can call on them to help, explain, and advise, which gives me a sense of security amidst a world that currently feels unpredictable.
I have recommended Rick and Mike of PeterAlexander to multiple people. I tell them that Rick and Mike will first and foremost be interested in your specific story. They don’t check boxes. Their networks are extensive and, consequently, they can steer you toward good people who can help you in almost any arena. They’re warm, funny, smart, generous, and caring human beings. They’re exactly who you want looking out for your best interests. — Abbey
Take the Next Step
Like any small business, we thrive on client testimonials. If you’d like to share your experience with PeterAlexander—so more people who need our help can find us—please click the buttons below to leave us a review on Google or Facebook. We’d greatly appreciate it!
I hope these reviews give you a more personal look at what it’s like to work with us. If you’re ready to learn more and see if we’re a good fit for your financial needs, reach out to us at 610.940.1441 or firstname.lastname@example.org.
Rick Hellberg is president and CEO of PeterAlexander, a financial planning firm founded in 1991. Rick is passionate about providing quality, objective financial solutions so his clients can pursue their financial goals and create the legacy they desire. He strives to equip his clients with comprehensive financial services and advice so they can be empowered to make sound financial decisions. The plans Rick and his team develop help their clients to reduce their taxes, educate their children, fund their retirements, pass their businesses on at fair value, and create programs to attract and retain valuable employees, all so that they can focus on what matters most to them. Rick has a Bachelor’s degree in Liberal Arts from Penn State, along with the Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®) certifications. He has spent over 40 years working with successful individuals and designs tailored solutions to meet his clients’ unique needs.
Rick resides in Philadelphia with his lovely wife, Lisa, and their two Shiloh Shepherds, Bentley and Winston. He is also the very proud father of two wonderful young men, Peter and Alex. In 2010, Rick ran for Congress in the 2nd District of Pennsylvania and has stayed active in local politics. To learn more about Rick, connect with him on LinkedIn.
Michael Diaz is a financial advisor at PeterAlexander with over 15 years of industry experience. Michael is passionate about helping people overcome financial challenges and avoid potential pitfalls so they can focus their time and energy on the most important things in their life. He spends his days working with successful business owners and families, implementing investment and tax reduction strategies to maximize their wealth. Michael’s goal is to help protect his clients’ financial security, putting them first and helping them navigate every stage in their financial journey. Michael earned his Bachelor of Science in Commerce and Engineering from Drexel University. When he’s not working, you can find Michael traveling, cheering on local sports teams, and exercising outdoors. Michael loves spending time with his wife, Abby, and their baby girl, Monroe. To learn more about Michael, connect with him on LinkedIn.