Pete Thompson, Financial Services Professional with Nylife Securities LLC

Home
United States
Waltham, MA
Pete Thompson, Financial Services Professional with Nylife Securities LLC

Registered Representative offering securities products and services through NYLIFE Securities LLC. (Member FINRA/SIPC), A Licensed Insurance Agency.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Comp

any and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company.

201 Jones Road, 5th Floor
Waltham, MA 02451
(781)314-5905

Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

12/30/2025

Thinking about retirement someday — or sooner than someday? CNN’s new list of the best retirement destinations for 2026 shows how far your money (and lifestyle) can go around the world:
https://cnn.it/490pozB

If it sparks ideas, let’s talk about how to build a strategy that supports the retirement you imagine. I’m here to help you explore your options."

12/18/2025

Feeling a little post-Thanksgiving money regret? You’re not alone. This quick read breaks down why holiday spending sneaks up on so many of us — and how simple, judgment-free steps can help you regain control.
https://bit.ly/4qljtuO

Want financial guidance tailored to your situation? Reach out anytime. I’m here to help you design your next move with confidence.

12/04/2025

Feeling stuck under the weight of unpaid bills, credit cards, or confusing finances? Here’s a reassuring reminder: it doesn’t have to be perfect, just start somewhere. This informative article from offers gentle guidance and real-talk advice about how your feelings connect to your debt — and practical ways to ease into progress:
https://bit.ly/3Y6DY1V
(Survey by Achieve 8/2025)

Ready to talk about what your first small step could look like? I’m here when you are.

11/20/2025

Inflation and rising costs can make it hard to feel in control – but you don’t have to face it alone. This article from New York Life explores how a thoughtful financial strategy might bring confidence, clarity, and a sense of calm during uncertain times:
https://nyl.co/3JLsIVv

Want to talk about what that kind of confidence could look like for you? Let’s connect.

10/30/2025

We hear it all the time: “Download this app—track your spending—watch your money grow.” But real results matter. A new Fed-backed study via Forbes takes a deeper look at whether budgeting apps are truly shifting consumer habits—or just creating more noise. Curious what the data shows? Take a look here:
https://bit.ly/4nsT3Fm

Let’s talk about what really works for you – tools, mindset, and goals. I’m here when you’re ready.

09/18/2025

Textbooks, tuition, room and board… even late-night pizza runs. College costs add up fast. The right savings strategy can make it manageable. When it comes to paying for college, this article offers some great guidance and tips:
https://nyl.co/46HArfA

Let’s talk—I can help you find the approach that works specifically for your college savings goals.

08/22/2025

You’re not alone – vacations, festivals, and sunny-day splurges can add up fast. The good news? There are simple ways to stay on track without missing out on the fun. From guilt-free budgeting to smart tech tips, these strategies can help you enjoy summer and protect your wallet. Check them out:
https://bit.ly/4mvl5Aw

Need help creating a plan that works for real life? Reach out any time and let’s talk.

07/17/2025

You’re not alone – and you don’t have to figure it out alone, either. From auto-pay hacks to smart grace period moves, there are surprising strategies that can make a real difference in how you manage your student debt. Check out these tips:
https://bit.ly/4lGQzDu

Need help figuring it all out? Let’s talk.

06/26/2025

Your finances vs. the headlines
Moody’s just lowered its outlook on the U.S. credit rating. Headlines like this can feel unsettling—but they don’t always mean changes for your personal finances. What matters is having a strategy that keeps you focused on your goals, not the noise. Here’s a quick explainer: https://bit.ly/3IeGJtm
Still feeling uncertain? Let’s talk. I’m here to help you stay grounded and confident. Message me to connect.

06/12/2025

Tired of overthinking money?
You're not alone—and you're not doing anything wrong. It’s easy to compare yourself to others, but what is your next move? Focus on your financial strategy.
Check out these simple tips to stop stressing about money: https://bit.ly/4kEpwrS
Need help building a financial strategy that works for your life? Let’s chat.

05/27/2025

Whether you’re planning a big purchase, aiming for better loan terms, or just want more financial freedom, boosting your credit score can make a big difference. I found this helpful CNBC article with tips that could help increase your score by up to 160 points in just 30 days.
Need help creating a game plan for your financial goals? Let’s talk—I'm here to help.
The article is for general informational purposes. Credit scores vary significantly based on individual circumstances. Consider your unique situation when working to improve your credit score. Consult with a credit counselor for personalized advice.
https://cnb.cx/43xckO5

05/16/2025

Raising an athlete is no small feat—you're investing time, energy, and money to help them chase their dreams. But while you're supporting their goals, don't lose sight of your own. Check out these quick tips from New York Life to help you manage costs and stay on track with your own financial goals.
Want help building a game plan that supports both your child and your financial goals? Let’s connect.
https://nyl.co/3F4ELuB

Address

201 Jones Road
Waltham, MA
02451

Website

http://www.linkedin.com/in/pete-thompson

Alerts

Be the first to know and let us send you an email when Pete Thompson, Financial Services Professional with Nylife Securities LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Pete Thompson, Financial Services Professional with Nylife Securities LLC:

Shortcuts

Want your business to be the top-listed Finance Company in Waltham?