Peter Bertone

Peter Bertone Email and Phone Number

◦Financial advisor serving the Syracuse area | Financial Strategies | Retirement | Insurance | Estate Considerations @ Edward Jones
Peter Bertone's Location
Greater Syracuse-Auburn Area, United States, United States
Peter Bertone's Contact Details
About Peter Bertone

•The ability to impact lives has always been my goal. I strive to serve clients in an unbiased fashion with the support of a strong team of home-office professionals. I focus on helping a select group of entrepreneurs and families develop and implement comprehensive financial strategies.

Peter Bertone's Current Company Details
Edward Jones

Edward Jones

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◦Financial advisor serving the Syracuse area | Financial Strategies | Retirement | Insurance | Estate Considerations
Peter Bertone Work Experience Details
  • Edward Jones
    Financial Advisor
    Edward Jones Oct 2019 - Present
    St. Louis, Mo, Us
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  • Keybank
    Financial Advisor, Assistant Vice President
    Keybank Sep 2016 - May 2019
    Cleveland , Ohio, Us
    Provided Financial Needs Analysis and portfolio recommendations to the high net worth and mass affluent market prospects and bank clients through the use of Money Guide Pro™ software and financial profiling. Provided life insurance, long term care and disability solutions.
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  • First Niagara Bank
    Financial Advisor, Assistant Vice President
    First Niagara Bank Feb 2011 - Sep 2016
    Buffalo, Ny, Us
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Peter Bertone Education Details

  • Lemoyne College
    Lemoyne College
    General

Frequently Asked Questions about Peter Bertone

What company does Peter Bertone work for?

Peter Bertone works for Edward Jones

What is Peter Bertone's role at the current company?

Peter Bertone's current role is ◦Financial advisor serving the Syracuse area | Financial Strategies | Retirement | Insurance | Estate Considerations.

What is Peter Bertone's email address?

Peter Bertone's email address is p-****@****att.net

What is Peter Bertone's direct phone number?

Peter Bertone's direct phone number is +131537*****

What schools did Peter Bertone attend?

Peter Bertone attended Lemoyne College.

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