Petersen Advisors is a technology savvy, future-focused and interactive team that equally values both innovation and proven performance when advising its wide array of clients. We constantly keep abreast of industry changes and technological advancements. Foremost we value communication and work closely with industry colleagues to ensure that we provide efficient and quality service. In an industry focused on the bottom line, Petersen Advisors redefines what the bottom line stands for. To us, it is the direct result of strategic vision, dedicated work, and, most importantly, client satisfaction.
Petersen Advisors is a closely held business where our clients are the number one priority. We believe in taking the time to identify and proactively implement the best investment plan for each individual client, tailored to their specific financial needs. With over 100 years of combined industry experience, our advisors aim to transform your financial stress into a comprehensive strategy that is most suitable for you. From complex strategies to simple orders, Petersen Advisors will support all of your unique investment goals and circumstances.
While our smaller size and the independence that comes with it allows us to be extremely flexible and resourceful, our innovative technology and personalized approach allow us to deliver comprehensive investment solutions that rival those of much larger firms. From retirement planning, trust services, insurance, and annuities, to sophisticated strategies for high-net-worth clientele, Petersen offers an all-inclusive approach to reaching your financial objectives.
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Securities and Advisory Services offered through Cadaret, Grant & Co., Inc., a Registered Investment Advisor and Member FINRA/SIPC. Petersen Advisors and Cadaret, Grant & Co., Inc. are separate entities.
This communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY. No offers may be made or accepted from any resident outside the specific state(s) referenced.