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Peters Financial Group - Wellesley, MA

Team

At The Peters Group, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. 

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis including disability income and life insurance.

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Gary Peters is Principal & Strategic Financial Advisor at The Peters Group. He has spent the last 35 years providing a comprehensive, uncommon financial planning process to his 500+ physician clients, among others.

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Marcos Lopez is a Financial Advisor at The Peters Group. His team has spent the last 35 years providing a comprehensive, uncommon financial planning process to their 500+ physician clients.

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Tim Peters is a Financial Representative at The Peters Group. His team has spent the last 35 years providing a comprehensive, uncommon financial planning process to their 500+ physician clients.

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I have been in the financial services industry for 17 years, joining with The Bulfinch Group in 2013 and subsequently The Peters Group in 2017. Our team helps design and implement financial strategies for individuals, families, and...

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I began my career in 2017 when I joined The Peters Group.  We help clients eliminate guesswork and make better overall financial decisions from a position of strength.

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Stephanie Dewey began working with Gary Peters in 2004. She supports the Peters Group, specializing in investment accounts and retirement plans. Stephanie has a background in employee benefits administration

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Nathalia joined our team on March 2018 and received her license in Life and Health to better assist the team’s needs. In her role, Nathalia will help the team with data acquisition from new clients, facilitate the insurance...

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Sally Perrone has been a member of The Peters Group since 2006, and has been involved in the financial services industry since 2001, upon completion of her Business Administration degree from St. Michael's College.

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