Cfp Peter Junor Email & Phone Number | My team works to help our clients take the stress out of managing their financial affairs. We build wealth management strategies specifically tailored to help our clients achieve their financial goals and desires. I provide in-depth, goals based wealth management services – including asset allocation, education funding, retirement planning, tax minimization strategies, and estate planning services – and then commit myself to help ensure that these strategies are properly implemented & maintained. I am a proud graduate of Illinois State University, Normal, IL, where I earned a Bachelor of Science degree with a double major in Economics and Finance. I currently hold Series 7 & 66 FINRA registrations. You should connect with me if: 1- You are looking to work with a dynamic financial services team and would benefit from the ability to simplify your financial life. 2- Are dissatisfied with your current advisor and would like a second opinion. 3- Are a business owner or executive looking for professional goals based financial advice, guidance, and legacy planning. 4 - You are interested in learning about your company and/or business retirement plan choices (401K, SEP, SIMPLE, IRA and ROTH opportunities) as well as non-qualified plans. 5- Would like to connect with anyone in my network. *Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets. *Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. *Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP in the U.S.

Cfp Peter Junor

My team works to help our clients take the stress out of managing their financial affairs. We build ...
Rockford, Illinois, United States

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Cfp Peter Junor’s Email peter.junor@ml.com

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Cfp Peter Junor’s Location Rockford, Illinois, United States

Cfp Peter Junor’s Current Industry Merrill Lynch Wealth Management

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Work Experience

Merrill Lynch Wealth Management

Senior Financial Advisor

2016-04-01 00:00:00 - Present

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FAQ About Cfp Peter Junor

Cfp Peter Junor is located at
Rockford, Illinois, United States

Cfp Peter Junor is a My team works to help our clients take the stress out of managing their financial affairs. We build wealth management strategies specifically tailored to help our clients achieve their financial goals and desires. I provide in-depth, goals based wealth management services – including asset allocation, education funding, retirement planning, tax minimization strategies, and estate planning services – and then commit myself to help ensure that these strategies are properly implemented & maintained. I am a proud graduate of Illinois State University, Normal, IL, where I earned a Bachelor of Science degree with a double major in Economics and Finance. I currently hold Series 7 & 66 FINRA registrations. You should connect with me if: 1- You are looking to work with a dynamic financial services team and would benefit from the ability to simplify your financial life. 2- Are dissatisfied with your current advisor and would like a second opinion. 3- Are a business owner or executive looking for professional goals based financial advice, guidance, and legacy planning. 4 - You are interested in learning about your company and/or business retirement plan choices (401K, SEP, SIMPLE, IRA and ROTH opportunities) as well as non-qualified plans. 5- Would like to connect with anyone in my network. *Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets. *Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. *Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP in the U.S.