At Carole Peck Financial Center, we understand how Life Events (Retirement, Widowhood, Separation and Divorce), planned or unexpected, bring changes and challenges. That is why we specialize in providing you with financial planning and advice in times of change.
Finding the right financial advisor can help you feel confident about your financial decisions. It’s a great comfort to find a CERTIFIED FINANCIAL PLANNER™ Practioner with over 25 years of experience you can trust. I invite you to learn more about my practice, my team and our unique style of financial planning and investment strategies. Here are a few examples of what makes us different:
Helping others with financial planning is truly her passion in life.
Director of Client Communications
With such an overwhelming number of financial and investment options, one of the most important decisions you can make is to seek the advice of a trusted, qualified advisor.
Throughout Carole's 30+ years of industry experience, she has encountered clients who were looking for more than the standard financial and investment planning options. To address the needs of these specific client concerns, Carole has developed a variety of custom solutions.