PETERSON WEALTH SERVICES INC. is an established financial advisory firm with over 15 years of experience in the industry. Led by founder John Peterson, the firm has a team of experienced professionals who are dedicated to providing personalized and holistic solutions to help clients achieve their financial goals. With a reputation for exceptional results and unmatched customer service, the firm offers a comprehensive range of financial services including investment management, retirement planning, estate planning, tax planning, risk management, and education planning. They work with a diverse range of clients, including high-net-worth individuals, families, and businesses, and operate on a fee-only basis, ensuring that their interests align with their clients. PETERSON WEALTH SERVICES INC. has no disciplinary or legal actions against them and always acts in the best interest of their clients.
Through their transparent and ethical practices, the firm has built a strong reputation and continues to help clients successfully manage their wealth and achieve financial success. With assets under management of $500 million and a dedicated team of 10 advisors, PETERSON WEALTH SERVICES INC. is a trusted partner for all financial needs.