Life Management Solutions to Achieve Your Dreams.

CONNECT

Address:

1403 Center St
Bethlehem, PA 18018

Phone:

(610) 882-2011

Our Associates

Peter Succoso

As the Managing Representative and an Investment Advisor Representative, Peter strives to be viewed as an honest and forthright advisor and visionary. At Bethlehem Financial, Peter has a comprehensive financial services practice with a foundation of sound and diligent guidance.  Peter brings his extensive experience in investment management, human relations, and strategic planning.

Having held management positions in the Trust Departments of major banks, including the Wilmington Trust Company as Senior Vice President and Chief Investment Officer overseeing $11 billion of client advisory assets, Peter offers insights that result in unique and comprehensive strategies for his clients as well as the clients of the firm.

Peter offers insights that result in unique and comprehensive strategies for his clients as well as the clients of the firm.  This guidance, the true mission of Bethlehem Financial, is the vision of Peter's in assisting clients in all phases of their financial lives by combining a team of investment and insurance professionals with over 200 combined years of experience. 

Peter holds a BA from Brooklyn College of the City University of New York and has spent most of his 30+ year business career in the investment management industry overseeing research, capital markets trading, and separate account management.  He has been an active member in the Wilmington, DE community since 1987 serving as a board member for a number of civic, school and religious organizations including the Hockessin Montessori School, Ramsey Ridge Service Corporation and St. Mary of the Assumption parish. 

Peter and his wife Gerry truly enjoy the community that provides the surroundings of their love for outdoor activities.  They have three children who are following in their father's footsteps; Ross, a Financial Analyst; Kara an Investment Banking Associate; and PJ an IT Administrator.

 


 

Charlotte Hartmann-Hansen

With 30 years of experience in retirement and estate planning, Charlotte has gained the insight and experience to guide you toward your dreams. She can design practical solutions so that you can maintain your lifestyle and create a legacy. Consider yourself the CEO of your life. Charlotte can be your personal CFO – attentive to your financial well-being as you pass through new archways to new experiences.

Personal financial management is only one facet of her services. She can also provide direction to effectively deal with life events, housing issues and social needs through her community contacts. Charlotte cares. You can see it in her body language, hear it in her voice, and witness it in her attention to your needs.

She invites you and your family to consult with her to form a lasting relationship. With her guidance, you can find the answers to your biggest questions and find opportunities in the obstacles.

It is wonderful to pass through one archway of life to another with confidence. Charlotte can help give you that assurance and peace of mind through her multifaceted planning. Her creative life management solutions will enable you to preserve personal and business assets and meet health and lifestyle challenges.


 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck