Business Financial Services

Peter Ferrante worked in corporate and small business environments before becoming a financial advisor and PIM Portfolio Manager. He believes this gives him a unique perspective when advising high-net worth individuals and businesses.

 

 Business Financial Services include

  • Retirement plan consulting
  • Succession planning for closely held businesses
  • Insurance strategies1
  • 1042 Rollovers
  • Access to liquidity and lending strategies1
  • Tax-minimization strategies2
  • Strong network in Lake & Geauga counties and understanding of local business conditions

1 Insurance and lending products/services are offered through affiliates.
2 Wachovia Securities is not a tax or legal advisor.