Peterson Wealth Management is an independent full service firm which offers professional assistance to our clients in all areas of financial planning -- investments, insurance and planning for the future. Our goal is to provide personalized, unbiased advice so that our clients, who are ages 1 to 101, and who come from all walks of life, can make informed decisions and create innovative solutions in pursuing their financial goals. Because we are an independent firm, we are able to think outside the box; we know that each client, and his or her situation, is different. We treat our clients as we would a close friend or relative. At our firm, clients hear a human voice on the phone, not a recording, because of the respect we have for them. We value and appreciate our clients and are proud when they show their confidence by referring others to us. Our motto is: Treat people the way you would want to be treated, with care, honesty and respect, and they will return the favor.
To learn more, please visit http://www.petersonwm.com/
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Advisory Services offered through Peterson Wealth Management, LLC, a Registered Investment Adviser. Securities offered through M.S. Howells & Co., a registered broker/dealer. Member FINRA & SIPC. M.S. Howells & Co. and Peterson Wealth Management LLC are NOT affiliated.
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Company Details
- Employees
- 4
- Founded
- -
- Address
- 2215 Green Vista Dr Suite 303, Sparks,nevada 89431,united States
- Phone
- +1 775-673-1100
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- petersonwm.com
- Keywords
- Investments, Financial Planning, Portfolio Allocation, 401k Guidance, Retirement Planning, Wealth Management.
- HQ
- Sparks, Nevada
Peterson Wealth Management Questions
Peterson Wealth Management's helpline number is +1 775-673-1100
Peterson Wealth Management's website is petersonwm.com
Peterson Wealth Management's LinkedIn profile is https://www.linkedin.com/company/peterson-wealth-management
Peterson Wealth Management has
4 employees.
View email and phone details for 4
employees at Peterson Wealth Management.
Peterson Wealth Management's industry is
Financial Services
Peterson Wealth Management's top competitors are
Ask Private Wealth,
D.a. Davidson Companies,
Peterson Insurance Services,
Skyoak Wealth,
Peterson Wealth Advisors,
Paterson Wealth Private Limited.
Peterson Wealth Management's categories are Financial Services
Peterson Wealth Management's founding year is 1988
