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Our History

The Peters Group has been serving clients since 1978. The Group was originally started by Gary Peters because he wanted to use his financial specialty to positively impact the lives of others. Over the past 35 years, Gary and his multi-generational team have maintained a 98% client retention rate because they have a genuine passion for serving their clients. Today, the Group has three advisors and four support staff. They manage $200 million in assets and work with over 500 clients nationwide mainly on the East Coast with a focus on the Northeast. In 2014, the team had face-to-face meetings with clients in 20 different states, and in 2015, they will have face-to-face meetings with clients in 16 different states. The team looks forward to serving their clients wherever their lives may take them.