Peter L. Vescovi, Sr

Peter L. Vescovi, Sr

Covenant Financial Services LLC

This advisor will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: $50,000

Minimum client income required: $100,000

Title: Financial Advisor

Offering advice since: 1997

Areas of expertise:

  • Portfolio Management
  • Real Estate
  • Retirement Planning
  • Securities
  • Stocks and Bonds
  • Tax Planning

Further information about Peter L. Vescovi, Sr:

Covenant Financial Services LLC is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.

Peter has worked with several major financial companies in Connecticut before starting his own Financial Services company assisting his clients meet life's major financial events. He has taught several financial courses as part of the adult education programs in several Connecticut municipalities and conducted numerous public forums in New Haven, Hartford and Fairfield counties.

He has a comprehensive working knowledge of strategies for retirement income planning, wealth preservation and estate planning and successfully uses this knowledge and experience to help retirees and pre-retiree's find answers for providing lifetime income, while minimizing the devastating effects of market risk

Compensation and Fee Structures:

Fees and Commission

Licenses, Certifications & Affiliations:

International Association of Registered Financial Consultants, National Association of Accountants

Licenses Held: S-6, S-26, S-65, S-22, S-62,S-63 Life & Health

Education:

Not specified

Will provide references upon request?

Yes


Further information about Covenant Financial Services LLC:

Covenant Financial Services LLC

(Size of firm: 0-9 advisors)

Covenant Financial Services LLC is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized financial strategies are designed to grow, and conserve our clients' wealth utilizing a proactive management style of investing and by delivering on an unprecedented level of service.

Following are the states in which Peter Vescovi is licensed: Connecticut (CT), Georgia (GA), and Virginia (VA).

Following are the states in which Peter Vescovi is licensed to sell insurance: Connecticut (CT) and Florida (FL).

Investment and insurance products distributed by Genworth Financial Securities Corporation, member FINRA/SIPC and a licensed insurance agency (dba Genworth Financial Securities and Insurance Services in CA); investment advisory services are offered through Genworth Financial Advisers Corporation, an SEC Registered Investment Adviser.

Home office at 200 N. Martingale Road, Schaumburg, IL 60173; phone 847-330-7900.

Mortgage services offered solely through Covenant Financial Services which is not affiliated with Genworth Financial Securities Corporation or Genworth Financial Advisers Corporation.

Tax Services offered solely through Ferraro Tax and Consulting Service, LLC which is not affiliated with Genworth Financial Securities Corporation or Genworth Financial Advisers Corporation.


Contact Information for Peter L. Vescovi, Sr

Phone: 203-271-9114 x202
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Fax: 203-271-9134

Address for Peter L. Vescovi, Sr:
408 Highland Avenue
Building A, Suite 5
Cheshire, CT, 06410

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