Kiaros Advisors, Llc
Financial Service
Why pick this one
Kiaros Advisors provides retirement planning, investment management, and estate-planning coordination in Southern Pines through Peter Kisver, who has over 20 years’ experience.
Best for
- Individuals preparing for retirement
- Clients needing dependable retirement income strategies
- Investors seeking diversified, long-term portfolio management
- Families coordinating estate planning and legacy decisions
- Clients wanting a written financial plan explained in plain language
Look elsewhere if
- Clients seeking direct legal or tax advice, since Kiaros Advisors coordinates with attorneys and accountants instead
Specialties
- retirement planning
- retirement income strategies
- investment management
- portfolio risk analysis
- tax-efficient retirement planning coordination
- estate planning coordination
- term life insurance
Certifications
- Registered investment advisory firm
What makes them different
- Peter Kisver has over 20 years of experience in financial services and insurance
- Independent practice where Peter Kisver personally answers client questions
- First conversation has no cost and no obligation
- Written financial plans are provided in plain language
- Coordinates with clients' accountants and attorneys rather than providing legal or tax advice
- Serves
- Southern Pines
Distilled from this business's own website.
Contact & Location
- Address
- 234A NW Broad St, Southern Pines, NC 28387-4802
- Phone
- 19104200352
- Website
- http://www.investinginthepines.com
Services
- financial planning
- investment management
- retirement planning
- insurance services
- estate planning coordination
- tax planning coordination