Financial - Investments/Planners
Peridot Wealth Partners, LLC, is a financial services firm providing advice to individuals, families, businesses, and not-for-profits. Our focus is on meeting the unique needs of every client and have many options to help find solutions for each individual situation. In order to find the right solution, we take time to educate our clients on their different options so we can work together to craft the right strategy in an informed way. We love what we do and take pride in helping our clients take control of their financial futures. Please explore our website and contact us with any questions you may have.
This communication is strictly intended for individuals residing in the states of CT, DC, DE, FL, GA, IL, MA, ME, MI, NH, NY, PA, RI, TN. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member www.finra.org www.sipc.org.