Peter J. Creedon

CFP®, ChFC®, CLU®
Personal Finance, Investing, Insurance
97%
Helpful
68
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11
Articles
217
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“With over 18 years of experience in the financial industry, Peter J. Creedon incorporates today’s advanced technology tools with industry experience to give his clients the best opportunity of reaching their financial goals.”
Firm:

Crystal Brook Advisors

Job Title:

CEO

Biography:

Peter is the founder of Crystal Brook Advisors. With over 18 years of professional experience in the financial planning and investing industry, Peter has successfully educated young professionals, entrepreneurs and advanced investors reach their financial planning and investing goals. As an educator, Peter encourages clients to ask questions. He will provide an understandable answer for each client's specific financial planning and investing needs.

Crystal Brook Advisors are committed to designing, developing, and implementing a broad range of investment advisory solutions which include comprehensive financial plans and investing programs with an established practice of high ethical and fiduciary standard, transparency, and expertise. Whether you’re a short or long-term horizon investor, we can help you or your business with the products and services that meet your specific financial planning and investing need.

Peter’s team provides expert advice by combining research with effective technology tools, bridging tradition and contemporary financial planning and investment management solutions.

Peter is a licensed Certified Financial Planner™ (CFP), Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU).

Peter holds two Bachelors of Science and a Master’s Degree. Prior to Crystal Brook Advisors, Peter was a Branch Manager and Financial Advisor at American Express Advisors.

Peter teaches Financial Planning and Business planning at the American College.

Peter has been published in various media channels: CNBC, Fortune Magazine, Investopedia, to name a few.

Education:

BS, Business Administration, Alfred University
BS, Health Care Administration, Alfred University
MPS, Health Care Administration, Long Island University

Fee Structure:

Fee-Based
Asset-Based
Commission

CRD Number:

2951761

Insurance License:

#LA-865096

Disclaimer:

Crystal Brook Advisors is a Registered Investment Advisor in the State of New York. Security Investments are not FDIC insured. Security Investments are not Bank guaranteed. Investing in securities involves risks, a potential of losing money when investing in securities. Before investing, review your investment objectives and Crystal Brook Advisors charges and expenses. Investments past performance does not guarantee future results. Visitors using CrystalBrookAdvisors.com website agree to accept our Terms + Conditions and Privacy Policy.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

All Articles
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November 2016
    Small Business, Taxes
6 days ago
September 2016
3 weeks ago
May 2017

All Answers
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    Stocks
How can I get the annual returns of the S&P 500 stock index without dividend reinvestment?
100% of people found this answer helpful

If you are using a S&P 500 index fund in the form of a mutual fund, ETF or index fund or even stocks, a standard choice/option you can select (turn on or off) at any time is dividend reinvest. Your choices are usually but not limited to; pay as cash to an account or pay interest/ dividends to you when issued or reinvest. If you have a direct to fund account, such as Vanguard, Fidelity etc., you can call their 800 number or log on to your account and change the option at any time. If you use a broker, contact them, explain what you are trying to achieve and have them change the reinvest to pay you. As an additional choice/ benefit, you can have the dividends paid directly to you in many forms including direct deposit to a saving or checking account, to your brokerage account or other account.

August 2016
    Financial Planning, Tax Deductions / Credits
How does the tax deduction process work?
100% of people found this answer helpful
September 2016
    Life Insurance
What is a collateral assignment of life insurance?
100% of people found this answer helpful
October 2016
    Marriage / Divorce, IRAs
What kind of IRA should I set up following a divorce?
100% of people found this answer helpful
November 2016
    Personal Finance, IRAs
Can I get some clarification on the new IRA Rollover Rules?
100% of people found this answer helpful
October 2016