Peterson Wealth Advisors
Financial Services
Orem, Utah, United States
21 employees
- Employees
- 21
- Contacts
- 2
- Emails
- 2
Peterson Wealth Advisors Overview
- Headquarters
- Orem, Utah, United States
- Website
- petersonwealth.com
- Industry
- Financial Services
- Employees
- 21
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Peterson Wealth Advisors
As retirement scholars, we recognize and implement tried and true methods of investing , but are constantly investigating new and better ways to maximize retirement income. We create trusted, long-term relationships with our clients and their families, and help them navigate the different stages of retirement by providing sound financial advice and expertise. Peterson Wealth Advisors is a registered investment adviser. This platform is solely for informational purposes. The content created by a third party or links to websites are for information and education only. The opinions expressed here are those from the firm and are subject to change without notice. Content posted by third parties is not attributable to the adviser or firm employees as the information regarding the Adviser within this post was not provided by the adviser. Testimonials or Third-party ratings that are shared will include the date, period of time, identity of the source, and if applicable, the compensation.
Peterson Wealth Advisors Contact Details
- People in AeroLeads
- 3
- With contact data
- 2
- Email contacts
- 2
- 66.7% coverage
Peterson Wealth Advisors Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Ali Mcfadden | Associate Wealth Advisor - Accounting | Provo, Utah, United States |
View
|
| Scott M. Peterson - Retirement Income Specialist | Owner and Principal Investment Advisor | Orem, Utah, United States |
Email
|
| Karen Benner | Operations Manager at Peterson Wealth | United States |
Email
|
Employees by Management Level
Manager
2 profiles
Individual contributor
2 profiles
Associate / junior
2 profiles
Executive
1 profile
Director
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 2 | 2 | 0 |
| Finance | 1 | 1 | 1 |
| Marketing | 1 | 1 | 0 |
| Operations | 1 | 1 | 0 |
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