Peters Financial, Raymond James Financial Services

Peters Financial, Raymond James Financial Services As an independent professional advisor with over 4 decades of experience, Peters Financial offers you a personalized financial strategy tailored to you.

Let's work together to create a plan that fits your life. About Our Practice:

At Peters Financial, our mission is to help guide you in making wise financial decisions before and during life's major transitions. Traditional financial advice often focuses solely on the numbers: how much you'll need and when. But we believe true financial independence goes deeper. It's about aligning your wealth wit

h the life you want to live, your values, and the legacy you want to leave. That's why we take a more holistic approach. We call it True Wealth. We combine smart financial strategy with a clear understanding of your goals, priorities, and what matters most to you, creating a plan that fits your life and gives you real confidence. Contact us today to schedule a complimentary, no-obligation consultation. We're here to help. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Peters Financial is not a registered broker/dealer and is independent of Raymond James Financial Services. Please follow this link to Important Disclosure Information: http://raymondjames.com/smicd.htm

Raymond James Chief Economist Scott Brown recaps economic activity in the Weekly Market Snapshot.
12/22/2017

Raymond James Chief Economist Scott Brown recaps economic activity in the Weekly Market Snapshot.

As expected, the Fed raised short-term interest rates for the third time in 2017 (market participants were more focused on the progress of tax legislation). The dots in the dot plot did not shift much from where they were in September and were all over the place for the end of 2018 and 2019 - meanin...

12/07/2017

Gain more insight on Bitcoin, the digital currency.

As an Alex. Brown client advisor, you gain access to a world-class suite of investment and financial planning products designed to support your ability to meet clients' needs.

Should investors and consumers be worried about the growing importance of mega-cap companies?
10/19/2017

Should investors and consumers be worried about the growing importance of mega-cap companies?

Andrew Adams, CFA, CMT, Senior Research Associate discusses public company consolidation and its impact on investors.

In order to adopt a new habit, you have to unlearn an old one and replace it with a new behavior.
08/28/2017

In order to adopt a new habit, you have to unlearn an old one and replace it with a new behavior.

Does it feel like you’ve tried a million times to break a bad habit and still you get nowhere? Don’t break a bad habit, replace it.

Drones have taken to the sky, but will they conquer land? One company thinks drones may become personal pack mules
04/03/2017

Drones have taken to the sky, but will they conquer land? One company thinks drones may become personal pack mules

Italy’s Piaggio Group, the creator of Vespa scooter, has continued to design scooters, motorcycles and lightweight commercial vehicles, selling them worldwide....

Stay focused in times of political flux.
03/20/2017

Stay focused in times of political flux.

Dr. Brian Jacobsen addresses the question: How should policymaking milestones factor into portfolio strategy?

Pavel Molchanov, Energy Analyst, comments on the recent OPEC deal and the outlook for energy.
12/08/2016

Pavel Molchanov, Energy Analyst, comments on the recent OPEC deal and the outlook for energy.

Pavel Molchanov, Senior Vice President and Energy Analyst, comments on the recent OPEC deal and the outlook for energy.

Read this week’s Investment Strategy commentary from Jeff Saut. Start the week with a short missive from RJF.
09/26/2016

Read this week’s Investment Strategy commentary from Jeff Saut. Start the week with a short missive from RJF.

Market commentary and research resources from Raymond James.

What a most unusual election season could mean for markets:
09/19/2016

What a most unusual election season could mean for markets:

Chief Investment Strategist Richard Turnill examines how an unusual U.S. presidential election season may sway the market.

At these legendary restaurants, the best - and easiest - seat is at the bar. Weighty issues are solved on a stool
07/29/2016

At these legendary restaurants, the best - and easiest - seat is at the bar. Weighty issues are solved on a stool

Think it's impossible to get into Eleven Madison Park in New York, or the Ivy in London? Think again.

Democrat or Republican? Makes no difference when it comes to stocks.
06/13/2016

Democrat or Republican? Makes no difference when it comes to stocks.

Although it’s commonly believed that the market benefits from having the pro-business GOP control the White House, history tells a different story.

Review the latest thoughts on market activity from Chief Economist Scott Brown of Raymond James..Have a nice weekend
02/19/2016

Review the latest thoughts on market activity from Chief Economist Scott Brown of Raymond James..Have a nice weekend

The economic data were mixed, but consistent with moderate growth in the near term. Industrial production picked up, partly reflecting a return to more normal...

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Rocky Hill, CT

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+18604364280

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