Our Firm

PEERS is a firm of independent financial advisors possessing strong intellectual capital.  PEERS offers you complete flexibility, independence, and ideas designed to work for you.  Our clients enjoy the benefits of shared knowledge, experience, and planning techniques from some of the most seasoned financial advisors throughout Southern New England.

As your advisors, we take a holistic approach to your planning needs. We are not committed to any “proprietary” products or services. This independence allows us to offer you the best of all worlds, including a personal financial professional team backed by a network of national resources. This is truly a powerful partnership for you.

PEERS advisors help ensure that your specific needs are addressed in the most appropriate manner, with a strong emphasis on providing  solutions for each unique plan. 

PEERS' relationships with the leading investment and insurance companies, combined with access to cutting edge resources, serves to bring our clients advanced wealth management strategies that better meet their individual needs. PEERS provides you with a wide range of services, products, technology, and a commitment to client services.

PEERS advisors also have strong relationships with attorneys, accountants and other professionals that enable them to provide advice for clients concerning all aspects of their financial needs.