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How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Stephen Peer

Advisor

518-869-0498

stephen.peer@ceterawealth.com

Steve earned his Bachelor of Science degree in Business Administration and a Bachelor of Arts degree in American History from the State University of New York at Albany. He has worked his entire professional career helping people to...

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