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Peter Canniff (CFP®)

Peter Canniff focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • Estate & Generational Planning Issues
  • Generation X
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Novice Investors

Planning Specialties

The true value of financial planning is in helping people become comfortable in their financial circumstances and goals by understanding what their possibilities are and what their best courses of action are.

Retirement  Planning with special attention to financial goals, Asset Allocation Planning and Income Tax Planning.

Portfolio Management - Asset Allocation - investment selection and replacement processes.

Estate Planning, Education Funding, Business Owner Transitions, and Insurance Planning. 

Additional Information

 

I have more than 25 years of experience in comprehensive financial planning and investment management. I work with people to make sure they are taking advantage of every good wealth building strategy available to them. I help them get into the position where they are most likely to have very good results and I help them focus in on ways to get things done for the least amount of money.

I enjoy helping clients build their investment portfolios. I help clients maximize tax breaks, reduce expenses, and minimize unnecessary investment risks.

I help clients grow their assets and grow their understanding of financial issues that are important to them.

We work with individuals and families with a wide range of asset and income levels. Our company is ideally structured to work with clients with investment portfolios between $1,00,000 and $5,000,000.

NAPFA Start Date

December 19, 2016

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

This Office

515 Groton Rd Ste 201 Westford, MA 01886-6322 Phone: (978) 850-4910
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