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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Peter Simpson

Financial Advisor

978-353-1330

psimpson.cfsinvest@iccreditunion.com

Peter Simpson is a licensed financial advisor with over 15 years of experience educating and assisting his clients and their families with investment management and retirement income planning strategies. He takes time to understand...

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