Helping successful people to make smart decisions about money
Latest News
What our clients say
“David Pero is a knowledgeable and astute financial planner who we have had the pleasure of knowing and benefiting from his expertise for 15 years.”
Anthony W. and Irene P.
“Since taking David’s advice, I feel more confident, in control, comfortable and financially secure. I absolutely, without doubt, recommend David and his team to anyone looking for sound financial advice.”
Rosa B.
“Since enlisting the services of David Pero and ICG, retirement planning has changed from something of a stressful chore to something which flows with ease.”
Jane H. and Bruce A.
“Through financial hurdles, change and progress, we always look to David and his efficient team at ICG Financial Planning before we act.”
Dr. Harry and Denise H.