Peter B for Financial Services

at 59 Green St, Worcester , 01604 United States

1. Insurance Agent
2. Investing Service
3. Bank/Financial Service

An experienced financial pro that has been working with families with Special Need dependents, small biz owners and typical families for over 3 decades.

Description

With more than 33 years of experience executing financial strategies for individuals, families and businesses, Peter’s primary goal is to help his clients build a strong financial future. He helps guide clients through budgeting, planning and investing, with an eye toward reducing risk and maximizing return. His approach is warm, caring and genuine. As well as working with small business owners, Peter specializes in estate planning for families with special needs dependents and the LGBT community. He helps families plan for their dependent’s future by positioning them to qualify for SSI and through the use of a special needs trust. Peter also understands the unique challenges of LGBT individuals and same- sex couples and helps them plan for these complexities. Peter volunteers with Best Buddies, an organization that creates opportunities for people with special needs. He is a board member of Safe Homes, The Bridge of Central MA, Worcester Pride and is active with the Worcester Chamber of Commerce. Peter lives in Millbury, MA and enjoys spending time with his three children, grandchild and extended family.

Company Rating

66 FB users likes Peter B for Financial Services, set it to 13 position in Likes Rating for Worcester, Massachusetts in Bank/Financial Service category

Summary

Peter B for Financial Services is Worcester based place and this enity listed in Insurance Agent category. Located at 59 Green St MA 01604. Contact phone number of Peter B for Financial Services: (508) 753-6688