Blossom Financial

At Blossom Financial, we're dedicated to helping you achieve your financial goals and create a secure financial future for yourself and your loved ones. Our team, led by Traci Peterson, a seasoned financial advisor, is committed to providing personalized financial planning services that cater to your unique needs and objectives.

Our Mission Statement

Our mission is to empower individuals and families to take control of their financial lives by providing expert guidance, unbiased advice, and tailored solutions that address their specific financial concerns. We believe that everyone deserves access to quality financial planning, and we're committed to making that a reality.

Our Firm

As a family-owned investment firm, we take pride in our strong roots in the Marshall, WI community. Our founder, Traci Peterson, is a native of Marshall and is passionate about serving her community. With a reputation for delivering exceptional customer service, we've built a loyal client base that extends beyond our local community, with clients across the country who rely on us for our expertise and guidance.

Our Services

We offer a comprehensive range of financial planning services designed to help you achieve your financial objectives. From retirement planning and estate planning to investment management and insurance services, we provide expert guidance and tailored solutions to address your unique financial concerns. Our services include:

• Financial Planning: We help you create a personalized financial plan that aligns with your goals and objectives.
• Investment Management: We provide expert investment advice and portfolio management services to help you grow your wealth.
• Insurance Services: We offer a range of insurance products, including life insurance, disability income insurance, and long-term care insurance, to help you protect yourself and your loved ones.
• Retirement Planning: We help you plan for a secure retirement, including 401(k) planning and annuity services.
• Estate Planning: We provide expert guidance on estate planning strategies, including wills, trusts, and probate services.

Our Qualifications

Our team is comprised of experienced professionals who are dedicated to delivering exceptional service and expertise. Traci Peterson, our founder, is a seasoned financial advisor with a deep understanding of the financial industry and a passion for helping her clients achieve their financial goals.