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Bank of America Private Client Advisor Peter Miniati

Financial consultant

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Services Offered

  • Investment advice
  • Financial planning
  • Wealth management

About

Peter Miniati is a Certified Financial Planner (CFP®) and Private Client Advisor based in Providence, Rhode Island. He offers investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. Peter specializes in providing personalized financial guidance that aligns with clients' financial aspirations. His practice serves a diverse clientele, helping them navigate their financial journeys effectively.

Reviews

Location

1 Financial Plaza, Providence, Rhode Island
Map showing location in Providence, Rhode Island
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Contact This Advisor

Business Information

Address

1 Financial Plaza
Providence, Rhode Island 02903

Phone

+1401-278-5045

Website

https://private.bankofamerica.com/sites/ri/providence/peter.miniati

Business Hours

Contact for business hours