Peter Owen, President of Trendline Financial Solutions, a personal financial planning firm based in West Hempstead, NY, is pleased to announce that he is joining AEPG® Wealth Strategies as Vice President of Wealth Management and Retirement Solutions. AEPG® Wealth Strategies is a wealth management, retirement solutions and employee benefits consulting firm based in Warren, New Jersey.
AEPG® Wealth Strategies has been providing personalized comprehensive wealth management to individuals, families, physicians and business owners for almost 30 years. Services include, but are not limited to Financial Planning, Investment Management, Estate Planning, 401(k) & Retirement Plan Solutions, Insurance Planning and Group Employee Benefits including 401k and Pension plans.
Peter Owen states “I have been searching for 1 ½ years for a firm that has the same values, ethics and dedication to clients displayed by my own firm. My role will be representing AEPG and expanding its services to Nassau County and Suffolk County on Long Island, and the entire New York City area. Essentially, I will endeavor to create AEPG Long Island. I am extremely excited to be part of the AEPG team”.
Trendline Financial Solutions has ended its registration as an independent Registered Investment Advisor firm.
Peter B. Owen
Main office: 223 Parker Avenue, West Hempstead, Nassau County, Long Island, NY 11552
Former Offices: 1675 Cedar Beach Road, Southold, NY 11971, 21 West Mill Drive, Great Neck, NY 11021
New Email: POwen@AEPG.com
Website : AEPG.com
Formerly, Trendline Financial Solutions was a New York Registered Investment Advisor and Fee Only Financial Planner Firm offering Financial Planning and Investment Management to Nassau County, and Suffolk County, Long Island, with offices in Southold, Great Neck and West Hempstead, NY,