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Peter B for Financial Services

Peter B for Financial Services

Location

59 Green St Worcester MA United States 01604

Contact Info


About Business

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.


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