Shusterman Financial Services - Peter Shusterman, '77
Led by Peter Shusterman (77), Shusterman Financial Services, www.shustermanfinancial.com, provides financial planning services including asset management, retirement accumulation and estate planning. The firm's objective is to deliver comprehensive and customized financial advice that is unequaled in terms of quality and breadth from which the client can derive maximum value.
As a financial fiduciary, Peter & his team’s goal is to consistently think and act in the complete best interest of their clients. Their services include: financial planning (investments, tax planning, estate planning, and college education planning), trust administration, estate asset preservation, investment portfolio management, private family & business wealth management, lifetime wealth strategies investment planning, portfolio management advisory, and lifestyle retirement planning.
Peter has been an independent financial advisor for over twenty-two years. He is currently with AIG Financial Advisors, Inc., a FINRA member firm.
Several Wagnerites, including Myrna Nickelsen and Pam Grice Hogan, and their family members look to Peter for financial advice and planning.
To get more information on the range of services Shusterman Financial offers, click on this link www.shustermanfinancial.com/section2.cfm.
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