The Financial Guys

Western New York's Trusted Advisors

Management, Investments, Insurance

Call Toll Free: 1-800-428-6008 | 716.633.1515

Peter T. Grimm

Peter T. GrimmPeter T. Grimm

Peter T. Grimm is a Financial Professional with NEXT Financial Group in Williamsville, New York. His financial career started at Kidder Peabody & Co in 1994 and continued with PaineWebber and UBS Financial Group before joining NEXT Financial Group in April 2009. He has developed a large concentration of his practice to estates, trusts and family planning. In addition he has developed a vast network with attorneys who respect his investment practices.

Peter believes that having a well planned portfolio is the best approach in building wealth for his clients that will last a lifetime and beyond. Each client receives a tailor made investment model that matches their overall risk and investment objectives.

Peter’s background includes a B.S. Degree in Business Administration from SUNY at Buffalo, an MBA from Canisius College, former professional baseball player with the Cincinnati Reds Baseball Organization, volunteer for the United Way, Catholic Charities, Children’s Hospital of Buffalo, and the Leukemia Foundation. Peter’s licenses include: FINRA Series 7, Series 63, Series 65, and Life Insurance.

Peter is married to Kathleen of 24 years and lives in Hamburg N.Y with their three children. Hobbies include gardening, golf, cooking and enjoying family activities.


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