St. Pedro & Associates, Inc.

St. Pedro & Associates, Inc. Since 1984, St. Pedro and Associates has been providing comprehensive financial and wealth planning for individuals, families and businesses.

Mission Statement

In an ever changing world, we strive to offer clients customized solutions and peace of mind when making important decisions concerning financial planning, personal and business insurance protection, and investment management. Through unparalleled customer service and the use of sophisticated tools, in-depth analysis and appropriate investment vehicles, we endeavor to exceed our

clients’ expectations regardless of how simple or complex their objectives. We’re more than just a place to do business…

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.
06/03/2024

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

How much is enough for your emergency fund?
05/31/2024

How much is enough for your emergency fund?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

With great wealth comes even greater questions. Learn more in our article.
05/29/2024

With great wealth comes even greater questions. Learn more in our article.

Preserve your high net worth with these foundational tips.

Here’s a look at what goes into creating a \$20 bill and what determines when a bill’s lifespan ends.
05/27/2024

Here’s a look at what goes into creating a \$20 bill and what determines when a bill’s lifespan ends.

How long does a $20 bill last?

Learn the ins and outs of 529 plans before you or your student heads to college.
05/24/2024

Learn the ins and outs of 529 plans before you or your student heads to college.

This article can be a helpful guide when begin preparing for education expenses.

Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn mo...
05/22/2024

Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn more.

Solve a mystery while learning how important your credit report is with this story-driven interactive.

may be important in growing your company, but it may introduce liability. Is your company protected?
05/20/2024

may be important in growing your company, but it may introduce liability. Is your company protected?

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Are you or someone you know considering higher education? For many, understanding the Federal Student Grant Program may ...
05/17/2024

Are you or someone you know considering higher education? For many, understanding the Federal Student Grant Program may be essential for collegiate success.

In this article, explore the benefits of the Federal Student Grant Program.

An ILIT could play a role in your estate strategy.
05/15/2024

An ILIT could play a role in your estate strategy.

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Thinking about a prepaid debit card? Consider the pros and cons.
05/13/2024

Thinking about a prepaid debit card? Consider the pros and cons.

It's important to understand the pros and cons when considering a prepaid debit card.

Stay ahead this year with this handy Personal Finance Calendar.
05/10/2024

Stay ahead this year with this handy Personal Finance Calendar.

Use this handy calendar to remember the year’s most important financial dates.

Protecting you or your company from a civil claim may require an coverage you have never heard of.
05/08/2024

Protecting you or your company from a civil claim may require an coverage you have never heard of.

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Address

460 S Lewis Road, Ste 101
Royersford, PA
19468

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Telephone

+16107922500

Website

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