Retirement planning. It's about time.

No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.

Retired couple

Peter Beswerchij

Peter I. Beswerchij has more than two decades of experience in the financial services industry. He has also held positions with Shell and Boston Safe Deposit and Trust, where he gained international finance and institutional trust experience. Peter holds a B.S. in Finance from Houston Baptist University and a M.S. in Finance from Boston College. He is licensed by FINRA as a securities and investment adviser representative (Series 6,7,63, and 65). A native of Germany, Peter serves as a member for the German American Chamber of Commerce and volunteers for various nonprofit organizations.

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • IL
  • MI
  • NY
  • OH
  • TX
  • VA


  • M.S. Finance, Boston College
  • B.S. Finance, Houston Baptist University
2301 West Big Beaver Road
Somerset Place Office Building
Troy, MI 48084
  • (248) 649-7521

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