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Our Qualifications

Over 52 Years of Dealing with Clients from Across the USA and Around the World

Each of our Specialists has extensive personal and professional experience and licensure.

Many hold various professional designations, and qualified representatives are licensed to provide and execute investment management strategies as well as risk management strategies.

We are dedicated to developing lasting relationships with all of our clients. We believe in helping you assess your financial goals and participate in the management of your finances and business decisions.

One of the many benefits of working with Peller and Company is our ability to provide clear, easily understood explanations of financial products and services as well as Taxes effecting you and your Business. The personalized program that we can provide is a roadmap to working toward a more secure financial future for you, your family and your business where it applies.

We’re looking forward to using our experience to help you pursue your financial goals.

  • Certified Public Accountants
  • Series 6 & 63 Securities-Registered Financial Adviser in New York, New Jersery, Vermont & Florida
  • Licensed Life Insurance agent in New York, New Jersey, Florida & California
  • Multiple Masters Degress in Business Adminstration Specializing in Taxation & Accounting
  • Notary Public
  • Expert bookkeepers for outsource CFO solutions
  • Business Start-Up Specialists
  • Tax Audit Defense Specialists
  • Investment and Insurance Solutions