Perry Kotsiopoulos, Independent Financial Advisor

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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.

10/22/2026

Gen Z is saving and investing earlier than ever. So why are they so crippled by money fears?

10/21/2026

Portability allows a surviving spouse to use the unused applicable exclusion amount of a deceased spouse.

10/20/2026

See key market data for the week ending October 16, 2026.

10/19/2026

An eight-figure exit gave entrepreneur Christine Landis more time, but motherhood and a new business taught her that real success is choosing how to spend it.

10/16/2026

The general rule is that spouses are not responsible for each other's debts.

10/15/2026

Many financial professionals suggest you have three to six months' worth of living expenses for emergencies.

10/14/2026

If you're an educator, consider paying attention to particular financial issues that may affect you.

10/14/2026

In Washington, the cryptocurrency industry just suffered a crushing legislative defeat. On Wall Street, the crypto-powered tokenization of financial markets is proceeding at a rapid pace.

10/13/2026

There's a lot to consider before you roll funds over from an employer-sponsored retirement plan.

10/12/2026

Do you know how your child's financial aid award is determined?

Address

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

Telephone

+16105053547

Website

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