Peter Marmaras, CFP, ChFC   1-800-ADVISER ext. 1037       Allentown, PA 

   
 

Marmaras Wolf & Smith

Peter Marmaras, CFP, ChFC


Office:
961 Marcon Blvd, 
Suite 422
Allentown, PA 18103

1-800-ADVISER ext. 1037

     
    Call Peter at
    1-800-ADVISER
    ext. 1037

    Member of The 
    Financial Planning Association. 

     


E-mail Peter
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Services Available:
Financial Planning 
Money Management
Retirement and Charitable Planning
Estate Planning
Overview 
Peter is a principal with Marmaras Woolf & Smith, a fee-based financial planning and asset management that specializes in independent financial services. We offer non-biased guidance in the areas of financial planning and retirement planning, employee benefits and incentive programs, tax planning, estate planning, charitable giving, investment management, asset allocation, pension benefits for small business and college funding techniques. 

We are a client-focused practice committed to full disclosure, ethics and working in a cooperative , relaxed, flexible manner. We develop comprehensive financial plans with written recommendations and also consult with people on specific issues. 

Peter has co-authored publications including the Road to Successful Retirement and Smart Investment Planning as was a past co-host of the radio program - Managing Your Money. 

Available Services
Financial Planning Services
Financial planning services are available based upon your specific financial situation and objectives. Services available include: asset allocation strategies, cash flow planning, retirement planning, educational funding planning, stock option exercise planning and recommendations summaries.

Portfolio Management
We begin the portfolio management process by establishing an investment policy statement that describes your goals and investment objectives. We analyze your assets and liabilities and review your cash flow requirements. We evaluate and monitor your investments and risk tolerance. We then recommend an asset allocation strategy. Once agreed, we implement and then monitor a portfolio strategy. 
Additional Information
References
References are supplied based upon the specific type of service you are looking for. Professional references are available from 1) Charles A Leaves CPA 908-766-5393 and 2) Hal E. Arnold Public Accountant 973-633-8869
Account Minimums 
None.
Work Hours & Response Time
Regular Office Hours are from 9 to 5 (Eastern), Monday through Friday; will respond daily by phone. E-mail response may be delayed due to travel. 
Pricing and Fees
Fees are based upon the specific service you desire. In general, our fees for comprehensive financial planning services range from $250 to $5,000. Portfolio management fees are charged based upon a percentage of assets. 

 Call Peter Marmaras, CFP, ChFC at 1-800-ADVISER ext. 1037


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