Trendline Financial Solutions

Press Release

Trendline Financial  Solutions is a Financial Planner Firm offering Financial Planning and Investment Management with offices in Southold and West Hempstead, NY

Trendline Financial Solutions is pleased to announce its opening as a Personal Financial Planning practice servicing families and individuals on Long Island. Trendline has offices in Southold, Great Neck and West Hempstead.

Trendline Financial Solutions is headed by Peter B. Owen, whose experience in the financial services industry stretches for more than 30 representing Bankers Trust Company and then JPMorgan Chase Bank as Trustee of Fortune 500 corporate pension and 401K plans. Trendline provides comprehensive financial planning expertise in a variety of areas, including retirement planning strategies, insurance planning, investment planning, tax planning and preparation, college funding advice, a cash flow spending plan, estate planning, personalized comprehensive financial planning; and can also offer a second opinion on investments or current financial plans. For client’s requesting Investment Management, Trendline’s process includes analysis of the client’s current portfolio, designing of an optimal portfolio, development of a disciplined investment strategy and policy, assistance in implementation, quarterely reviewing of the portfolio.

“We value the trust and relationships that we develop with our clients,” Owen said. “That trust is the foundation of the philosophy of our Personal Financial Planning Practice.”

Trendline believes that trust can only come if there is no conflict of interest with the client. Trendline will never accept referral fees nor charge any commissions for any advice or products they may recommend. “By not accepting referral fees or commissions, clients can be assured that our advice and counsel is based upon our expertise and not which product will produce the best income for us,” Owen stated.

New clients can expect a free introductory meeting so they can get comfortable with Trendline’s capabilities and process. Clients will receive thorough analysis and advice tailored to their situation, clear written plans and explanations, follow up and implementation of plans, as well as quarterly reviews.”We offer ongoing personal service 24/7,” Owen said. “We are here to assist clients in any financial matter, anytime of the day.”

Trendline is not affiliated with any other providers of financial services or products. They offer objective financial advice that can only be provided by “Fee-Only” financial advisors.


Peter B. Owen

1675 Cedar Beach Road, Southold, NY 11971

223 Parker Avenue, West Hempstead, NY 11552

21 West Mill Drive, Great Neck, NY 11021

Phone: (516)317-2860

Email: info@trendlinefinancialsolutions————–

Website :

Trendline has Financial Planning and Investment Management offices in Southold, Great Neck and West Hempstead, serving all of Nassau County, Suffolk County and Queens County. Convenient access for Financial Planning clients in Garden City, Rockville Centre, Manhassett, Port Washington, Mattituck, Greenport, Jamesport


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