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About Ostapow Financial Services

Our Primary Purpose

Mr. Ostapow has been providing comprehensive financial  services to individuals and businesses on Long Island since 1979. In addition to being a Certified Financial Planner (CFP), Mr. Ostapow is certified by The American College as  a Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) and has been awarded the Life Underwriter Training Council Fellow (LUTCF). 

Our Primary Purpose

He is a graduate of St. John's University School of Business. He also holds a number of securities and insurance licenses allowing him to offer a wide array of financial services. Mr. Ostapow is a supporter of numerous not-for-profit organizations in Suffolk County's “Three Village” area. He recently retired from the Board of Directors of the Three Village Chamber of Commerce after serving as director for over a decade. Served two terms  as President of the Three Village Historical Society. Peter has served Kiwanis International for over 3 decades and was the charter President of the Three Village Kiwanis Club he founded in 1988.

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Client Centered

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

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