Peter A. Oldziey,  CFP<sup>&reg;</sup> - Financial Advisor

Peter A. Oldziey, CFP®


Peter A. Oldziey & Associates, PA

15 Park Dr
Dover, DE 19901
(302) 736-5005


Peter Oldziey is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Peter A. Oldziey & Associates, PA in Dover, DE and the surrounding communities.

Financial Advisor Overview

Pennsylvania Financial Group offers a full range of financial services and products for individuals and closely held businesses. Services include portfolio management, asset organization and tracking, retirement planning, estate planning, college education planning, life and health insurance planning and employee benefit planning. Pennsylvania Financial Group is a privately held financial services firm which established operations in 1960. Since that time, we have developed into a full service financial and benefit planning organization offering comprehensive services and products to individuals and corporations. Our clientele includes physicians, educators, engineers, government employees, and other professionals, in addition to executives, business owners, corporate employees and non-profit organizations. PFG is committed to prividing clients with excellence in service, creative planning and innovative financial product design. PFG is committed to giving our business associates full trust and respect, in an atmosphere fostering maximum career development. PFG is committed to maintaining steady growth as we adapt to the ever-changing financial climate. PFG is committed to serving the communities in which we live and work through active support of charitable services and civic improvement efforts.


Financial Advisor Experience

Pennsylvania Financial Group has been offering financial services since 1960.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

  • Chartered Financial Consultant (ChFC®)
  • Other - Ed.D.

Insurance Licenses

  • Life insurance: DE,PA,VA,MD,NY,IL,MI
  • Health/disability insurance: SAME
  • Fixed annuities: SAME
  • Variable annuities: SAME

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Getting Divorced, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth


Helpful Financial Planning Resources