Margaret (Peggy) Ehrhart, RICP®

Financial Advisor

Office: (516) 327 6758

My Mantra: "The FUTURE of one's Money, Retirement, and Legacy is determined by how it is prepared for TODAY!” 

Being prepared is a powerful tool. Peggy has been helping her clients prepare for financial security for over 25 years. She provides objective advice that suits her clients' lifestyles. Peggy not only works with her clients to design financial strategies that help them achieve their financial goals, but she also works with her clients to make sure they feel confident in their decisions. 

Peggy's one-on-one customized approach with her clients allows them to receive the resources and support that sets the foundation for preserving wealth and financial legacy. She answers pressing financial questions most of us have: 

1. Can I afford to retire?

2. Will my savings last a lifetime?

4. What are the best long and short-term investment options that will provide me with income when I retire?

  1. 5. How do I set up my estate so my heirs will receive my assets and be protected?



Peggy has earned her Retirement Income Certified Professional (RICP®) designation to help individuals who are at or near retirement- build a plan to ensure they meet their retirement income and financial goals throughout their nonworking years and manage the many risks they may face. Peggy offers a wide range of professional services:

  • Retirement Funding Strategies
  • Retirement Distribution Strategies
  • Estate Conservation Strategies
  • Investment Management
  • Education Funding Strategies
  • Protection Planning
  • Cash Flow Analysis
  • Wealth Management
  • Solutions for Businesses
  • Medicare Supplement Plans: Medicare Advantage, Prescription Drug Coverage



  • Graduated from Bentley College with a Bachelor of Science in Marketing Management. 
  • Member of the National Association of Insurance and Financial Advisors 
  • Member of the Million Dollar Round Table (professional network recognized as the standard of excellence in the life insurance and financial services business)
  • Favorite book: Thinking Grow Rich by Napolean Hill
  • Part of Tony Robbins's Mastery Program 
  • Loves to go to the gym and spend time with her 3 boys; Mako- her Japanese Shiba Inu, Teddy- her Maltese Poodle, and Brendan - her Son. 





































Peggy and her Son, Brendan! 


Peggy invites you to contact her at, call her office, at (516) 327-6758, or explore her online resource to learn more about her and the services she provides.

To schedule, an appointment click here!