PETER NICOLINI

Primerica Financial Services

Investment Adviser, Financial Adviser, Investment & Wealth Manager

Syracuse (City), Onondaga (County)

+3 more

Chicago
New York
United States

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

Investment
wealth preservation
Retirement Planning
Income Protection
Wealth Management
investment planning
family protection
Business Protection

Summary

How do I help? I identify & resolve the unseen financial threats & conflicts that everyone have, but many don’t know about. These are a few of the services I offer to help achieve that goal:

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

How can you help? Get your financial licenses. The greatest transfer of wealth is happening now; thousands of professionals are leaving the industry & are not being replaced. Get licensed and help others part-time or full-time AND work on your personal financial plan.

Use https://ScheduleWithPeteNicolini.as.me/ to schedule a free call.