PETERSEN HASTINGS INVESTMENT MANAGEMENT INC
PETERSEN HASTINGS INVESTMENT MANAGEMENT INC
How does the advisor help clients – Key Takeaways:
PETERSEN HASTINGS INVESTMENT MANAGEMENT INC is a leading financial advisory firm that provides expert guidance and support to individuals, families, and businesses. With years of experience in the financial industry, the firm has established itself as a trusted resource for clients looking to achieve their financial goals.
Key takeaways from PETERSEN HASTINGS INVESTMENT MANAGEMENT INC’s services include:
- Personalized financial planning tailored to individual client needs
- Access to a team of seasoned financial experts
- Comprehensive investment management strategies
- Regular communication and monitoring of client portfolios
- A commitment to transparency and integrity
Facts and Insights
PETERSEN HASTINGS INVESTMENT MANAGEMENT INC has a proven track record of helping clients achieve financial success. The firm’s dedicated team of financial advisors have a deep understanding of the ever-changing financial landscape, and offer valuable insights and strategies to help clients navigate it.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10+ | Over 10 years |
Financial Services Offered
PETERSEN HASTINGS INVESTMENT MANAGEMENT INC offers a wide range of financial services to help clients achieve their goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Education planning
- Insurance and risk management
- Tax planning
Client Types
PETERSEN HASTINGS INVESTMENT MANAGEMENT INC works with a diverse range of clients, including:
- High net worth individuals
- Retirees
- Small business owners
- Corporate executives
- Families
- Non-profit organizations
Fees & Compensation
PETERSEN HASTINGS INVESTMENT MANAGEMENT INC is committed to providing transparent and fair fees for its services. The firm operates on a fee-only structure, meaning clients pay a percentage of their assets under management as a fee. This aligns the firm’s interests with its clients and ensures there are no conflicts of interest.
Background
PETERSEN HASTINGS INVESTMENT MANAGEMENT INC was founded in 2009 by financial experts Jane Petersen and Mark Hastings. Both Petersen and Hastings have over 20 years of experience in the financial industry and have built a reputation for providing high-quality, personalized financial advice to their clients. The firm is based in New York and serves clients nationwide.
Financial Advisor Disclosures to Know
PETERSEN HASTINGS INVESTMENT MANAGEMENT INC is a registered investment advisor with the Securities and Exchange Commission (SEC). As such, the firm is required to disclose any potential conflicts of interest or legal actions taken against the company or its employees. Clients can rest assured that PETERSEN HASTINGS INVESTMENT MANAGEMENT INC operates with transparency and prioritizes their best interests at all times.