Peter L. Vescovi Sr.

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Peter L. Vescovi Sr. Financial Planning, Wealth Management, Tax Planning, Retirement Planning, Insurance & Estate Planning

Our company was founded upon principles that place the utmost value on our clients’ financial goals and objectives. We’re in the business of building long term, solid relationships that are based upon trust and quality client service. Our staff are experienced professionals with a “hands on” approach to investment planning. They are dedicated to providing the sound guidance, expertise and customer care that are required for our clients’ financial goals to be successful.

07/02/2026

Protecting your assets has never been more important - schedule a call with us today to see how we can help!!

In 2024, the average work bonus was roughly 2.8 percent of the worker’s annual salary, across all industries. What would...
12/03/2025

In 2024, the average work bonus was roughly 2.8 percent of the worker’s annual salary, across all industries. What would you do with yours?

This article examines one's options when receiving a work bonus or other financial windfalls.

If you'd like to participate in emerging markets, what are your options?
12/01/2025

If you'd like to participate in emerging markets, what are your options?

What are your options for investing in emerging markets?

All those years of work can add up to a small fortune. What's your strategy for your money?
11/28/2025

All those years of work can add up to a small fortune. What's your strategy for your money?

Estimate how much you have the potential to earn during your working years.

Markets can be unpredictable, but solid investment principles remain constant. Discover how diversification, asset alloc...
11/26/2025

Markets can be unpredictable, but solid investment principles remain constant. Discover how diversification, asset allocation, and consistent investing may help you navigate good times and challenging periods.

Learn about key investment principles that will help you navigate the unpredictability of the financial markets.

Are you looking for a balance? Find yours, starting with this video.
11/24/2025

Are you looking for a balance? Find yours, starting with this video.

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

Protect yourself from identity theft.
11/21/2025

Protect yourself from identity theft.

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

The market is as unpredictable as the weather. We’re here to help you prepare.
11/20/2025

The market is as unpredictable as the weather. We’re here to help you prepare.

This short video helps explain why markets can be as unpredictable as the weather.

What's better—a 30-year or 15-year fixed-rate home mortgage? The answer may surprise you.
11/19/2025

What's better—a 30-year or 15-year fixed-rate home mortgage? The answer may surprise you.

Estimate the total cost in today's dollars of various mortgage alternatives.

Creating a home inventory can help you fully recover any property losses you incur. Include these four things.
11/18/2025

Creating a home inventory can help you fully recover any property losses you incur. Include these four things.

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

Address

345 Highland Avenue, STE 101
Cheshire Village, CT
06410

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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