Peterson Wealth Services

Who We Are

Raymond James Financial Services is a team of experienced and passionate professionals dedicated to helping individuals and businesses achieve their financial goals. With a deep understanding of financial planning and investment strategies, we work collaboratively with our clients to develop customized plans that address their unique needs and aspirations.

Our Mission

Our mission is to empower our clients to make informed financial decisions and achieve financial success through personalized guidance, comprehensive planning, and transparent communication. We believe in building lasting relationships and serving as trusted financial advisors for life.

Investment Services

• Portfolio management
• Retirement planning
• Estate and trust planning
• Business planning and consulting

Retirement and Goal Planning

• Developing personalized retirement plans
• Calculating retirement needs and goals
• Implementing strategies to maximize retirement contributions
• Reviewing and updating your plan regularly

Business Services

• Business succession planning
• Cash flow management
• Retirement plan consulting
• Tax optimization strategies

Estate and Trust Planning

• Creating comprehensive estate plans
• Establishing trusts to protect assets
• Developing succession plans
• Providing guidance on tax implications

Our Team

Our team of experienced professionals brings a diverse set of skills and expertise to the table. We are dedicated to providing personalized attention, clear communication, and tailored solutions to every client.

What Sets Us Apart

• Collaborative approach to financial planning
• Emphasis on open communication and transparency
• Focus on building lasting relationships
• Proven track record of success in achieving client goals
• Commitment to ongoing education and professional development

Let's Work Together

Contact us today to schedule a complimentary consultation and learn how Raymond James Financial Services can help you achieve your financial goals.