About Us
Peter Lurier
- CRPC
- Managing Director - Investments
Peter joined Lurier Financial Group in 1998 and is the Managing Director – Investments. As the 2nd generation member, Peter brings energy, enthusiasm, and creativity to the team and their family of clients. He has earned the Chartered Retirement Planning CounselorSM (CRPC®) certification from the College for Financial Planning and is a 2024 Wells Fargo Advisors Platinum Council recipient. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices, and team structure may also be used to determine recipients.
Prior to joining Wells Fargo Advisors in 1999, he spent 14 years with the Dun and Bradstreet Corporation. At D&B, Peter served as an Assistant Vice President in the Business Information Services Group and has been featured as an industry and college commencement speaker.
Recognized by Forbes Magazine as one of the BEST-IN-STATE WEALTH ADVISORS* in 2024, Peter harnesses the collective talents of the team and the vast resources of our firm to make the greatest possible impact on clients’ lives.
[Source: Forbes.com (Awarded April 2024) Data compiled by SHOOK Research LLC based on the time period from 6/30/22 – 6/30/23]
*The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Prior to joining Wells Fargo Advisors in 1999, he spent 14 years with the Dun and Bradstreet Corporation. At D&B, Peter served as an Assistant Vice President in the Business Information Services Group and has been featured as an industry and college commencement speaker.
Recognized by Forbes Magazine as one of the BEST-IN-STATE WEALTH ADVISORS* in 2024, Peter harnesses the collective talents of the team and the vast resources of our firm to make the greatest possible impact on clients’ lives.
[Source: Forbes.com (Awarded April 2024) Data compiled by SHOOK Research LLC based on the time period from 6/30/22 – 6/30/23]
*The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Contact
Jeremy Lurier
- AWMA
- Financial Advisor
Jeremy joined Lurier Financial Group in 2018. Since then, he has dedicated himself to helping individuals and businesses achieve financial success. He simplifies complex financial concepts and provides personalized guidance to empower clients in making informed decisions. Jeremy combines his strong educational background with practical experience to deliver exceptional results.
Jeremy has built a reputation for his unwavering commitment to client success. He takes a comprehensive approach to investment planning, developing personalized advice & strategies that align with clients' goals and comfort level. Jeremy's ability to communicate effectively makes him a trusted advisor in navigating investment options, managing portfolios, and optimizing retirement strategies. With Jeremy's knowledge and dedication, clients can confidently plan for their financial future and achieve their retirement goals.
Jeremy has built a reputation for his unwavering commitment to client success. He takes a comprehensive approach to investment planning, developing personalized advice & strategies that align with clients' goals and comfort level. Jeremy's ability to communicate effectively makes him a trusted advisor in navigating investment options, managing portfolios, and optimizing retirement strategies. With Jeremy's knowledge and dedication, clients can confidently plan for their financial future and achieve their retirement goals.