Peter Canniff, Cfp® Professional Email and Phone Number
Peter Canniff, Cfp® Professional work email
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Peter Canniff, Cfp® Professional personal email
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Peter Canniff, Cfp® Professional phone numbers
I have been helping families build their financial households with customized, intelligent and creative financial strategies for over 25 years. I do this by finding financial advantages and helping people avoid financial mistakes.Whether it is a comprehensive financial plan, consulting for special situations or investment portfolio management I aim to help my clients get all of the best financial strategies for their situation in place. It is amazing to see how secure people feel when they know that their family's financial household is in perfect (or near perfect) order.We have been doing some terrific work helping people to prepare for their retirement and to manage the many retirement decisions that need to be made; should we change our investments, when do we take social security and pensions, how do we plan for elder care, Medicare decisions, can we afford to travel or have a vacation home, how do we simplify our finances for our retirement?Specialties: Comprehensive Financial Planning, Asset Allocation Planning, Retirement Planning, Estate Planning, Tax Planning, Investments, Insurance and Employee Benefits.I currently operate out of a new office in Westford Massachusetts.
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Wealth PlannerAdvanced Portfolio Design Llc Nov 2006 - PresentWestford, Massachusetts, United StatesFounded Advanced Portfolio Design, LLC in 2006. We provide Comprehensive Financial Planning Services and Portfolio Management Services on a Fee-Only basis. We have a fiduciary responsibility to our clients only; we receive no compensation from any financial services companies. -
Financial PlannerIds Financial Services Apr 1994 - Sep 2006Worked as a paraplanner and a financial planner doing comprehensive financial planning, investments and insurance.
Peter Canniff, Cfp® Professional Skills
Peter Canniff, Cfp® Professional Education Details
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Business -
Archbishop Williams Hs
Frequently Asked Questions about Peter Canniff, Cfp® Professional
What company does Peter Canniff, Cfp® Professional work for?
Peter Canniff, Cfp® Professional works for Advanced Portfolio Design Llc
What is Peter Canniff, Cfp® Professional's role at the current company?
Peter Canniff, Cfp® Professional's current role is Wealth Planner at Advanced Portfolio Design, LLC.
What is Peter Canniff, Cfp® Professional's email address?
Peter Canniff, Cfp® Professional's email address is pe****@****ail.com
What is Peter Canniff, Cfp® Professional's direct phone number?
Peter Canniff, Cfp® Professional's direct phone number is +160356*****
What schools did Peter Canniff, Cfp® Professional attend?
Peter Canniff, Cfp® Professional attended Fitchburg State University, Archbishop Williams Hs.
What skills is Peter Canniff, Cfp® Professional known for?
Peter Canniff, Cfp® Professional has skills like Retirement Lifestyle Planning, Estate Planning, Personal Tax Planning, Insurance Consulting, Disability Insurance, Long Term Care.
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