Peter Lenane

Services Offered

• Holistic financial planning
• Investment strategies
• Insurance strategies
• Asset management

About

Peter Lenane is a financial consultant based in Stamford, Connecticut, affiliated with Oppenheimer. He specializes in holistic financial planning and investment strategies tailored to the unique goals and values of his clients. Peter employs an in-depth discovery process to understand each client's specific situation, time horizon, and risk tolerance. His practice primarily focuses on serving high net worth individuals, families, corporate executives, and businesses, helping them grow and protect their assets while addressing complex financial issues.

Reviews

Location

Business Information