Petersen Advisors has its roots in a family-owned broker-dealer established in the mid- 1990s. Continuing our culture of sound investment principles and integrity, we have comprised a team of experienced industry executives with vast collective knowledge and skill. Headquartered in Wall, New Jersey, we serve a worldwide clientele, maintaining broad reaching, long-term relationships with some of the world’s largest financial service companies.
We pride ourselves on our foundational belief that a truly state-of-the-art firm must provide both exceptional results and excellent service. At Petersen Advisors, we focus on building open and honest relationships with our clients to fully understand how to best serve them, providing personalized service for both short-term and long-term financial strategizing. Our financial advisors utilize a large range of products and services to offer timely, research-based advice and creative solutions customized for each client’s individual investment plan.
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You can count on Petersen Advisors to provide you with 3 things: honesty, integrity and creative solutions
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.