Peter A. Lounsbury, Jr.

Financial Consultant

The investment climate has never been more exciting or more challenging than it is today. 

To take advantage of all available opportunities, investors need two things: an understanding of which investment products are most appropriate for their situation and a relationship with a knowledgeable representative who has a clear understanding of their needs.

By keeping clients’ objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, I maintain a constant commitment to putting service first.

As a full-service financial consultant, I offer clients an assortment of quality, non-proprietary investment choices. My products and services include:

  • College planning - long-term planning striving to ensure you’re ready when your children are

  • Retirement planning - to design an investment strategy to help you pursue all of your retirement goals

  • Long-term care - to ensure that you and your heirs are well cared-for

  • Strategic Asset Management (SAM) - providing you with fee-based asset management through LPL Financial, a Registered Investment Adviser. Access to over 3,500 mutual funds, as well as individual stocks and bonds.

  • Variable and fixed annuities - for tax-deferred growth potential

  • Life insurance - providing financial protection for your loved ones

If you would like any further information about these topics, or other areas of investing, please don’t hesitate to contact me, by phone or email. I can help you make sense of today’s investment climate.