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Nicholas Souliotis

About Us
Penn Estate Planning Advisors, Inc. was founded upon principles that place the utmost value on our clients' financial goals and objectives. We are in the business of building long term, solid relationships that are based on trust and quality client service.

Nicholas Souliotis and R. Steven Poereca and their staff are experienced professionals with a "hands on" approach to investment planning. They are dedicated to providing sound guidance, expertise and customer care required in every phase of our clients' financial plans to be successful.

Please contact us to meet or discuss your plans with one of our financial advisors. 

Principal & Founder
Principal & Founder

Nicholas Souliotis, principal and founder of Penn Estate Planning Advisors Inc., has 33 years of experience in the financial field. He holds a Bachelors of Science degree in Economics from Villanova University and a Masters in Economics and Public Policy from Carnegie-Mellon University. He has extensive experience as a representative for Prudential Insurance Company as well as a background in management consulting. Nicholas is listed in the National Directory of Registered Tax Return Preparers & Tax Professionals.

Nicholas has earned prestigious financial planning awards from Allianz Life Insurance Company of North America and MDRT (Million Dollar Round Table) a premier Association of Financial Professionals. He has served on the Board of Directors for Montgomery County and Greater Philadelphia Associations of Insurance and Financial Advisors. Penn Estate Planning Advisors Inc., has been an independent distributor of "The Estate Plan Ltd." now known as "The Estate Planning Source" in Southeastern Pennsylvania for over 14 years. Nicholas resides in North Wales, Pennsylvania.

Mr. Souliotis welcomes all individuals and business owners to contact him about retirement, estate, and financial planning. Please feel free to contact his office, toll free at 877-346-7250. There are no fees for an initial consultation. 

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R. Steven Porreca, Attorney at Law
38 Beaver Run Road
Downingtown, PA 19335
610.659.0366
610.873.1225 – fax
rsp@porreca-law.com
www.porreca-law.com

R. Steven Porreca (“Steve”) is a sole-practitioner whose practice is based on estate planning. The preparation of trusts, wills and inheritance tax returns comprise his daily routine. He also handles estates in probate. Prior to starting his own practice in 2010, Mr. Porreca worked for Kelley Jasons McGowan Spinelli Hanna & Reber, LLP for nearly a decade defending asbestos clients.

Mr. Porreca is a 1995 graduate of Pennsylvania State University, a 1999 graduate of Villanova University School of Law who is admitted to practice in Pennsylvania and New Jersey. Mr. Porreca is also admitted to practice in the United States District Court for the Eastern District of Pennsylvania and the United States District Court for the District of New Jersey.

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 IMPORTANT DISCLOSURES

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of PA. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.