Perry Kotsiopoulos, Independent Financial Advisor

Perry Kotsiopoulos, Independent Financial Advisor Wealth Management
Planning
Advice Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer.

Member FINRA/SIPC. finra.org sipc.org. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

08/27/2026

From tokenmaxxing to something more normal.

08/26/2026

How smart are you about your retirement savings plan? Take this quiz to find out.

08/26/2026

It may not be too late to make an IRA contribution for last year.

08/25/2026

Repaying student loans takes perseverance and sacrifice.

08/24/2026

529 plans can be a great way to save for college, but they're not the only way. Other college savings options include mutual funds, custodial accounts, and U.S. savings bonds.

08/21/2026

The 5-year rule that applies to Roth IRAs and Roth 401(k)s can sometimes be a source of confusion.

08/20/2026

So you are thinking about making a series of gifts protected from gift tax by the annual exclusion, or a large gift sheltered from gift tax by the applicable exclusion amount, but have concerns about losing access to the gifted property or its income if circumstances change. If you are married, one....

08/19/2026

The 4% rule for retirement savings is due for a revamp.

08/19/2026

Regardless of your age or life stage, retirement planning should be a strong financial focus.

08/18/2026

A 403(b) plan is a popular type of retirement plan offered by public schools and tax-exempt employers.

Address

320 W. Front Street Suite 1 NE
Media, PA
19063

Telephone

+16105053547

Website

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