Peter M Knittle started his career with M & T bank / Securities where he worked for 5 years.  He then moved over to ESL Federal Credit Union where he was a Branch manager of the Brockport office until 2008, when he moved over to the investment side as a financial consultant until his latest move in 2015.  Pete decided to move to the independent side in 2015 with Angelo Planning Group.

 

Peter's philosophy in business has always been about the client first.  A client should never have to wait for longer than an hour for a call-back if they've left a message.  Peter also takes his clients thoughts and feelings about investments as the first priority in making recommendations.  The primary responsibility is to make sure that clients are comfortable with any recommendations or investments that take place.  It is not only about the suitability but about the comfort level.  Peter is a big believer in communication and trys to communicate as frequently as possible with clients to reinforce that comfort level and provide more information about current events.

Peter M. Knittle

 

Sara Anderson started her career in 2007 at ESL Federal Credit Union. In 2008, she took the role as Sales Support Representative with ESL Investment Services where she worked for 7 years. During those 7 years she worked alongside Peter Knittle in a supporting position. In March 2015, Sara joined Angelo Planning Group, LLC as Peter Knittle’s assistant.

 

 

She currently holds her Bachelors Degree in Psychology from Oswego University and the series 6, 7, 63 and life insurance licenses.

 

Along with Peter, Sara finds customer service to be a top priority. She is very responsive and detailed oriented.

 

2015 was a busy year for Sara. She purchased her first home in the City of Rochester in June and was married in July. She enjoys spending time with her family and friends, sailing and reading.

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Sara Anderson