Company profile
Peterson Wealth Advisors
Retirement Income Designed to Last a Lifetime is Within Reach with the Perennial Income Model™
- Industry
- Financial Services
- Employees
- 22
- Headquarters
- Orem, Utah
- LinkedIn followers
- 488
- Office locations
- 1
Peterson Wealth Advisors company summary
Peterson Wealth Advisors is a company in the Financial Services industry, headquartered in Orem, Utah. On LinkedIn the company has around 22 employees and 488 followers. Its listed specialties include Financial Planning, Retirement Investments, Tax Planning for Retirees.
What technology does Peterson Wealth Advisors use?
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About Peterson Wealth Advisors
You have worked your entire career for this moment and accumulated $1 million, maybe more. But will your retirement savings support you sufficiently for the rest of your life? What do our financial advisors do better than anyone? Manage wealth for retirees so they have the income they need for the rest of their lives. We’ve been helping people like you achieve fulfilling retirements for 35 years, and no one does it better than we do. But there’s more to Peterson than unmatched expertise: • Sales-free, no-pressure, objective guidance. We’re fee-only financial planners and we don’t sell products. It’s just not how we work. • Comprehensive retirement support that covers all the complex logistics of investing, Medicare, Social Security, tax planning, estate planning, and more. • Purpose-driven planning. We regularly help clients plan for charitable giving and Senior Missions. • Team-based service. You have a whole team assigned to you, ensuring seamless continuity of service and always-on access to an advisor who knows you and your goals. • Fiduciary standard of care, so your best interest is always our first priority. Peterson Wealth is here to provide retirement income designed to last a lifetime. Visit our website to learn more. 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.
Specialties
Where is Peterson Wealth Advisors located?
Peterson Wealth Advisors lists 1 location.
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Frequently asked questions about Peterson Wealth Advisors
What does Peterson Wealth Advisors do?
You have worked your entire career for this moment and accumulated $1 million, maybe more. But will your retirement savings support you sufficiently for the rest of your life? What do our financial advisors do better than anyone? Manage wealth for retirees so they have the income they need for the rest of their lives. We’ve been helping people like you achieve fulfilling retirements for 35 years, and no one does it better than we do. But there’s more to Peterson than unmatched expertise: • Sales-free, no-pressure, objective guidance. We’re fee-only financial planners and we don’t sell products. It’s just not how we work. • Comprehensive retirement support that covers all the complex logistics of investing, Medicare, Social Security, tax planning, estate planning, and more. • Purpose-driven planning. We regularly help clients plan for charitable giving and Senior Missions. • Team-based service. You have a whole team assigned to you, ensuring seamless continuity of service and always-on access to an advisor who knows you and your goals. • Fiduciary standard of care, so your best interest is always our first priority. Peterson Wealth is here to provide retirement income designed to last a lifetime. Visit our website to learn more. 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.
How many employees does Peterson Wealth Advisors have?
Peterson Wealth Advisors has around 22 employees on LinkedIn.
Where is Peterson Wealth Advisors headquartered?
Peterson Wealth Advisors is headquartered in Orem, Utah.
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