Poughkeepsie, NY · 10+ years
Plans that hold up when your family needs them most.
Family-first financial planning and life insurance, built for Hudson Valley families by an advisor who lives in your town. Independent guidance on term life, whole life, retirement, and estate planning. Free first call, no pressure.

Founder
Peter Guggisberg
Lifeguard turned financial advisor. Building plans that keep families afloat for over a decade.
0+
Years guiding families
4
Core financial pillars
NY
State licensed
$0
First consultation
The Noah's Ark approach
Built to weather what the next thirty years bring.
A life vest doesn't stop the waves from coming, but it gives you the security and confidence to move forward safely. That's exactly what the right plan can do for a family.
Peter Guggisberg, Founder
What I help with
Four pillars. One plan that fits together.
How working together actually goes
Three steps. No surprises. No pressure.
01
Schedule a free call
Thirty minutes by phone, video, or at the Poughkeepsie office. We talk about what's already in place and where you feel exposed.
02
We map your plan
I review the gaps, model real numbers, and walk you through options in plain English. You see what each choice costs and protects.
03
Ongoing reviews
Life changes. Mortgages refi, kids head to college, jobs shift. We check in on a cadence that fits your stage, not a calendar quota.

Meet your advisor
Hi, I'm Peter.
When it comes to my family, protecting what matters most is my highest priority. Before becoming a financial advisor, I worked as a lifeguard and swim instructor.
I often think of what I do now in the same way: a life vest doesn't stop the waves from coming, but it gives you the security and confidence to move forward safely. That's exactly what the right plan can do for a family.
For more than ten years, I've helped Hudson Valley families build plans they actually understand. Term life. Whole life. Retirement. Estate. The pieces fit together, and you stay in the driver's seat.
Families we've helped
Real plans. Real Hudson Valley families.
“Peter and the team at Noah's Ark Financial Group made planning my retirement so much easier. Their personalized approach gave me confidence in every decision.”

Sarah M.
Real Estate Agent
“I felt truly supported when setting up life insurance for my family. They explained everything clearly and tailored the plan perfectly to our needs.”

James T.
Software Engineer
“Peter made the process so much easier than I expected. He really took the time to explain my options and helped me feel confident about my financial future.”

Linda K.
Marketing Manager
No obligation. No upsell.
Thirty minutes is enough to see what's possible.
Bring whatever you have. Old policies, vague worries, a 401k you haven't looked at in years. You'll leave with a clearer picture whether or not we end up working together.
Common questions
The questions I get asked most.
How do I know what kind of life insurance I need in Poughkeepsie?
Can you help with more than life insurance?
How much does life insurance cost for a family?
Do you work with families outside Poughkeepsie?
Does Peter work alone, or is there a team?
What does the free first consultation actually cover?
Office
Poughkeepsie, NY
2515 South RdSte 201
Poughkeepsie, NY 12601
By appointment. Phone and video also available.