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Peter Blok, CFP®

Blok Financial, LLC

640 Norwood Rd
Downingtown, PA 19335
Phone: (484) 234-3300
Fax: (484) 234-3300

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Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Limited Partnerships
  • Mutual Funds
  • Real Estate
  • Insurance
  • Job Loss
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Starting a Family
  • Succession Planning
  • Tangible Assets
  • Sudden Wealth
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.