Primerica Financial Services

Investment Adviser, Financial Adviser, Investment & Wealth Manager

New York

After teaching in local middle/high schools for over 10 years, Pete made the successful transition to a new career in Financial Services. He recognized that education in many parts of a person’s life stops when they leave school. Often, the education offered is a product or service that has a definite benefit to others. With his choice to partner with Primerica came a few simple truths: No one has time for a sales pitch and many are running out of time Rather, people need facts, specifically those about their situation For the last 10 years, Pete has focused on increasing the Financial IQ of the communities he had served. Teaching sound financial principles to his clients has increased their ability to make informed decisions with their finances.

Expertise

Rollover Expert

Summary

I offer these services:

403b (7)-there are 2 types, this one has lower overall charges. Financial Planning (FNA)

529 Plans and Midterm Accounts

IRA’s, Variable Annuities and Managed Accounts

401K’s/Employer Retirement Plans

Level Term Life Insurance

Complimentary Staff/Employee Workshops

Mission:

I am here to help you identify & resolve the unseen financial threats and conflicts that everyone have, but many don’t know about. This gives greater financial confidence now and more money in retirement later.

All consultations are offered at no cost to you. Free Resources available at: https://linktr.ee/peternicolini

If you have a question about personal finances, give me a call.