Peter A. Franz

Peter is known for his patience and compassion when guiding his clients through life changing events. His years of experience and diverse background provide the knowledge to assist in handling your personal income tax and investment matters whether in your retirement days, preparing for retirement or family and estate planning.  

As a licensed Investment Advisor Representative (Series 7 & 66 held through LPL Financial) since 2007 he can help with investment needs pertaining to IRA, 401k, Stocks, Bonds, Mutual Funds, Insurance, College Savings Plans and non-retirement investments.

With over 30 years of experience as a CPA (Certified Public Accountant), Peter has successfully cared for his tax clients preparing personal income returns and tax planning.

Born and raised in the Utica Rome & Mohawk Valley area of NY.  Peter is a family man, residing in New Hartford, NY and is an avid outdoorsman, enjoying fishing, hiking, kayaking, biking, camping and traveling.

 LPL Financial does not provide tax or legal advice or services.