Our Qualifications

Peter Hussey has been working with individuals and businesses in the area for several years and has over 25 years of professional experience in the financial services field.

Peter is a Certified Financial Planner ™ practioner, an investment professional, as well as a New York State licensed life insurance, health insurance, and variable annuity representative. He holds the FINRA General Securities Principal license 24 and is designated an office of supervisory juridiction (OSJ) for the LPL Financial.  

Our staff is dedicated to developing lasting relationships with all of our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We are looking forward to using our expertise to help you pursue your financial goals.