Broker Check
Residency to Retirement

Residency to Retirement

I met Gary Peters in 1983, when I was a chief resident at the old Boston City Hospital. He did a presentation for the residents in our program in developing good financial habits. At the time, I was married, and Gary got Jean and I off on the right path with basic savings and insurance protection. He guided us through our entire careers and all the challenges we faced. Now, 40 years later, Jean is retired and living her dream. She is doing some writing and enjoying time with our daughters and their significant others. I am still living my dream, enjoying life, time with our daughters and working part-time. Their team is now starting to work with our children and their families.

-Marty and Jean J.

No compensation was paid to this client for their testimonial. Their experience may not represent the experience of others nor predict future results. 2023-157953 Exp. 07/2024