Peter J. Creedon,  CFP<sup>&reg;</sup> - Financial Advisor

Peter J. Creedon, CFP®

ChFC, CLU

CEO

Crystal Brook Advisors

PO Box 390
Mt Sinai, NY 11766

Crystal Brook Advisors

12 West 72nd St., No. 10G
New York, NY 10023
FINANCIAL ADVISOR'S WEBSITE
(631) 828-6488 CONNECT WITH Peter
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General

Peter Creedon is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Crystal Brook Advisors in Mt Sinai, NY and the surrounding communities.

Financial Advisor Overview

Crystal Brook Advisors is a Registered Investment Advisory firm. We provide a broad range of investment advisory solutions, including but not limited to comprehensive financial planning and investment management. We combine contemporary solutions with industry experience by merging technology with live Advisors. Crystal Brook Advisors provides you with a choice of meeting with a Certified Financial Planner (CFP) online or offline at your convenience. Crystal Brook Advisors design, develop and implements your financial planning program with short or long-term horizon with transparency, expertise, high quality information, products and services.

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Financial Advisor Experience

18+ years as a Financial Planner and Investment Manager. Recognized in major media publications: Fortune, Yahoo Finance, CNBC and Investopedia, to name a few

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities

Broker-Dealer Affiliation

Wells Fargo Clearing Services, LLC

Broker-Dealer Disclaimer

Trade-PMR, Inc. acts as an introducing broker clearing on a fully-disclosed basis through Wells Fargo Clearing. Wells Fargo Clearing is a member of FINRA/SIPC. Your security investments are held at Wells Fargo Clearing, an affiliate of Wells Fargo & Company. Your security investments in your account are protected by SIPC.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Business Taxes, Career Change, Estate Planning, Investment Management, Employee Benefits, Irregular Income, Getting Married, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Starting a Family, Tangible Assets, Long-term Care, Medical & Health Issues, Sudden Wealth, Nontraditional Households, Special Needs, Women's Finances

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Helpful Financial Planning Resources