Pete Riley

Pete Riley

Registered Representative

Phone: (866) 410-7233
E-mail:

 

Business Philosophy

Pete Riley’s main concern is his commitment to his clients.  As a well known Financial Consultant in Maryland, Pete has counseled thousands of families on how to preserve wealth, leave a legacy, and become tax efficient while investing, and in many cases, helping people reduce the tax on their social security income. In his practice, Pete has advised retirees and pre-retirees for over 15 years on helping them to preserve and grow their nest eggs.

Background

Pete is a Registered Financial Consultant, which involves a serious commitment of study and exams over two years. 

Professional Qualifications and Registrations

Pete is a Registered Representative of INVEST Financial Corporation with a serious commitment to his clients.  He is registered with FINRA in New Jersey, Delaware, Pennsylvania, Maryland, D.C., Virginia, West Virginia, Alabama, North Carolina, Michigan, Texas, Kentucky and Florida. He has received numerous awards, among them, the #1 Agent at his former Broker/Dealer in Maryland for several years, and the Top Club President’s Award as well as the Court of the Table for the MDRT.
Personal Life
Pete resides in New Market, Maryland with his wife of 15 years, Judy, and their three daughters, Hannah, Erin and Jade. Pete and his family are active in LUYAA football and cheerleading.

Strategic Partners

Pete is also strategically partnered with six other offices in four states. This partnership has over 80 years of financial experience and manages over $280 million of assets. Together, with INVEST Financial Corporation, clients are exposed to a broad range of non-proprietary financial products and are provided with a personalized strategy for the planning, accumulation and preservation of their individual wealth.
Other offices are located at:
345 Kinderkamack Rd, Suite B
Westwood, NJ 07675
144 Wild Azalea Lane
Skillman, NJ 08558
205 Highway 9 North
Freehold, NJ 07728
20 Crenshaw Drive
Flanders, NJ 07836
149 North Main Street
Dublin, PA 18917
2440 Sandy Plains Rd., Ste 21-200
Marietta, GA 30066

Registered Representative of INVEST Financial Corporation (INVEST), member FINRA/SIPC. INVEST is not affiliated with Christopher Edwards Financial Associates. Securities, advisory services and insurance products offered through INVEST and affiliated insurances agencies are not FDIC or NCUA insured. Not bank or credit union guaranteed. May lose value including loss of principal.