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