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).
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.
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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.
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.
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