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Virtual or In Person Appointments Available

Peter Simpson is a licensed financial advisor with over 15 years of experience educating and assisting his clients and their families with investment management and retirement income planning strategies. He takes time to understand each client’s unique needs and provides them with solutions to build, manage, preserve, and transition their wealth. He works every day to develop life-long relationships with his clients through education, communication, and most of all, service — creating financial plans with achievable goals.

Prior to joining CUSO Financial Services Peter helped advise clients at Morgan Stanley, MetLife and Citizens Financial Services. He earned a Bachelor’s degree in Finance and a Master’s degree in Business Administration from the University of Massachusetts. He holds FINRA Series 7 and Series 66 securities licenses along with Massachusetts Life and Health Insurance licenses. He is a veteran of the United States Air Force and is an active volunteer youth coach.

Schedule a no-obligation appointment with Peter and gain valuable information on financial planning topics that include:

• Growing assets for retirement
• Creating a retirement income plan
• Funding for your child’s education
• Life & Long Term Care Insurance planning
• Small Business Services
• Transferring your wealth to your beneficiaries

Peter Simpson, Financial Advisor

978.353.1330
psimpson.cfsinvest@iccreditunion.com

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.

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