The Peters Group is the premier financial services team in New England advising clients since 1978. Our founder, Gary Peters, developed the group due to his devotion of positively impacting the lives of others and sharing his expertise in the financial world. Over the past 45 years, Gary and his multi-generational team have maintained a 98% client retention rate because of a unique and comprehensive process, along with an exceptional understanding of the financial matters that impact peoples' lives. Today our practice has four financial advisors and four support staff managing over $400 million in assets. With over 500 clients across 20 states nationwide, The Peters Group provides 5-star service and financial guidance for wherever your lives may take you.
Our vision is to bring financial freedom to physicians, business owners and high-net-worth individuals through comprehensive and unique financial plans utilizing our specialized knowledge, resources and experiences.
Our mission is to provide a comprehensive and unparalleled level of service, value and knowledge to medical professionals, their families, and other clients. We have a passion for helping our clients achieve financial freedom and we take great pride in guiding each and every one of them from the beginning of their careers to the retirement of their dreams.
Purpose: To drive clients to financial prosperity & live our “Why”
Family: To work as a team
Commitment: To positively impact clients
Integrity: To do what we say we will do
Passion: To bring energy to everything we do