Peterson Wealth Advisors

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
Industry
Financial Services
Employees
21
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary 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 Contact
Ali Mcfadden Associate Wealth Advisor - Accounting
View
Scott M. Peterson - Retirement Income Specialist Owner and Principal Investment Advisor
Email
Karen Benner Operations Manager at Peterson Wealth
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 Email Phone
Executive 2 2 0
Finance 1 1 1
Marketing 1 1 0
Operations 1 1 0

Compare Similar Companies to Peterson Wealth Advisors