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Our financial advice team


Peter Goldberg, Financial Advisor serving the Garden City, NY area - Ameriprise Advisors

Peter Goldberg

Financial Advisor

Chief Investment Officer of
Halcyon Financial Partners
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies

Education

  • BS, Broadcast Journalism, Emerson College, Boston, MA

Awards & recognition

  • Halcyon Financial Partners, Ameriprise Client Experience Award, 2020 - 2023
  • Halcyon Financial Partners, Forbes Best-in-State Wealth Management Teams, 2023- 2025

Community participation

Long Island Harvest

Long Island Cares

The Ronald McDonald House

Interests

I enjoy family trips to the beach, running into the ocean, traveling, working out and making pancakes for my kids on Sunday morning. 

Honored to be recognized in Forbes

I’m excited to share that Halcyon Financial Partners has been named to the 2025 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.