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Home > Financial Planner Directory > New York > New York > J. Peter Benet, CFP®, CLU, ChFC
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J. Peter Benet, CFP®, CLU, ChFC

Benet Financial Services

1633 Broadway
3rd Floor
New York, NY 10019
Phone: (212) 408-9099
Fax: (212) 408-9069

Toll-free: (866) 485-1161

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Career Change
  • Corporate Finance
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Getting Married
  • Job Loss
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Startup
  • Succession Planning
  • Starting a Family
  • Long-term Care
  • Sudden Wealth
  • Medical & Health Issues
  • Men's Finances
  • Nontraditional Households

 

How Planner Charges
N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.