First Command Financial Advisor - Brian Peat

First Command Financial Advisor - Brian Peat

Claimed via Yext Last updated: November -0001 Listing details

Financial Services in Burlington, MA

Special Offer:
Get Started!
Learn more

Financial Services

Contact Information

Website

Store Hours

Monday:
-
Tuesday:
-
Wednesday:
-
Thursday:
-
Friday:
-
Saturday:
Closed
Sunday:
Closed

Location

78 Blanchard Road, Suite 105
Burlington , MA 01803 United States
Get Directions

About First Command Financial Advisor - Brian Peat

Brian Peat joined First Command Financial Services as a Financial Advisor in July 2022. He is excited about the opportunity to help people make the smart financial decisions that are essential to long-term financial security.

A graduate of Patten University with a Bachelor’s degree in Liberal Arts, Brian holds Series 7 & 66 securities licenses plus life and health insurance licenses in Alabama and Nevada.

Understanding that the biggest obstacle to financial security for most people is their own behavior, Brian serves as a personal financial coach to clients, continually reinforcing positive financial behaviors. He advocates time-tested financial principles, including disciplined, long-term saving and investing, careful debt management, and a thoughtful insurance strategy to manage financial risk. Brian will work with you to establish specific, meaningful goals that are consistent with your values and then develop a personalized financial plan to guide your pursuit of those goals.

In his free time, Brian enjoys golf.

First Command Financial Services was founded in 1958 by a retired Air Force officer for the specific purpose of improving the financial well-being of military professionals and their families. Today, more than 500 First Command Financial Advisors across the country and abroad, many of whom also served, are committed to the company’s Mission of “Coaching those who serve in their pursuit of financial security.”

Photos

First Command Financial Advisor - Brian Peat

Reviews

First Command Financial Advisor - Brian Peat 781-863-1100
78 Blanchard Road, Suite 105
Burlington , MA 01803 United States
$
First Command Financial Advisor - Brian Peat

Specialties

  • Comprehensive financial planning
  • Investment strategies
  • Risk management
  • Debt management

Business Details

Company name
First Command Financial Advisor - Brian Peat
Category
Financial Services
Rating
Not Rated
Phone (Fax)
Email
RBPeat@firstcommand.com

About this listing

About this listing: Information on this page may be sourced from business owners, public records, and trusted data partners. 2findlocal provides these details to help users discover local businesses and services.

Found something inaccurate? Suggest an edit .

Is this your business? Claim it

First Command Financial Advisor - Brian Peat

Contacts Hours Location About Photos Business Details