The Peters Group has been serving clients since 1978. The Group was originally started by Gary Peters because he wanted to use his financial specialty to positively impact the lives of others. Over the past 35 years, Gary and his multi-generational team have maintained a 98% client retention rate because they have a genuine passion for serving their clients. Today, the Group has three advisors and four support staff. They manage $200 million in assets and work with over 500 clients nationwide mainly on the East Coast with a focus on the Northeast. In 2014, the team had face-to-face meetings with clients in 12 different states, and in 2015, they will have face-to-face meetings with clients in 16 different states. The team looks forward to serving their clients wherever their lives may take them.
View Top Employees from The Peters GroupWebsite | http://www.thepetersgroup.com |
Revenue | $1 million |
Employees | 3 (3 on RocketReach) |
Address | 160 Gould St, Ste 310, Needham, Massachusetts 02494, US |
Phone | (781) 292-3123 |
Industry | Finance General, Finance |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies |
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The The Peters Group annual revenue was $1 million in 2024.
3 people are employed at The Peters Group.
The Peters Group is based in Needham, Massachusetts.
The NAICS codes for The Peters Group are [52, 52393, 5239, 523].
The SIC codes for The Peters Group are [62, 628].