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.
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.