Pete LounsburyLounsbury Wealth Management, Financial Management
I have been a licensed Financial Services professional since 1993 and worked for several industry leading providers prior to establishing my own practice in 2001. I started my financial planning practice in order to be able to provide my clients with a high level of service, guidance and perhaps most importantly, unbiased advice. To that end I decided to partner with the nations number one independent broker/dealer*, Lounsbury Wealth Management.
By providing quality research, state of the art technology and having no proprietary investment products; Lounsbury Wealth Management provides the platform for me to provide truly unbiased recommendations and solutions to meet the needs of my clients.
Being a small business owner myself, I am fully aware of the needs and challenges business owners face on a daily basis. It is my goal to provide business owners with the necessary support and guidance to allow them to make the best decisions for them and their company. By working closely with business owners and truly listening to their needs I strive to be a valuable part of their support team and assist them in realizing their future success.
Licenses held: Series 6, 63, 65 & 7, Life and Health Insurance, Registered Investment Advisor (RIA)
Offerings: Employee Benefits: Retirement Plans, Group Life Insurance, Group Disability (Short and Long Term), Dental Plans, Vision Plans, Voluntary Benefits, Health Insurance, Individual Wealth Management
*According to Financial Planning Magazine, 1996-2011, based on total revenue.