Financial Planning Unlimited

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4545 N 12th St

Phoenix, AZ 85014

+1 (602) 274-0371

http://www.fpuinc.com

Financial Planning Unlimited is a family-owned and operated firm in Phoenix, AZ, offering financial planning and investment advisory services since 1981. They prioritize understanding each client's unique situation, goals, and risk tolerance to provide personalized financial solutions.

With a focus on long-term trends, the firm identifies opportunities within today's economic challenges to help clients achieve their financial goals. Their services include retirement planning, customized financial planning, investment management, and tax planning and preparation, ensuring comprehensive financial guidance.

The team at Financial Planning Unlimited consists of experienced professionals dedicated to building, managing, preserving, and transitioning wealth for their clients. By offering tailored strategies and advice, they aim to empower individuals in pursuing a secure financial future.

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Peterson, Jeffrey C Agt

Reviews

4.05 reviews

Tim G.

3/2/2023

I've known Jeff Peterson and his staff for over 20 years now. If I didn't think their services were top notch, I wouldn't be with them for over 20 years now. Friendly service from the staff to the...

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Christine T.

1/26/2022

If you are looking for a financial planner that cares and will take the time to listen to your needs, look no further than Jeff and his team. Jeff is managing my Roth IRA and has helped my...

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Greg P.

1/26/2022

Jeff and his crew are incredibly patient and kind in their working with clients. I am client that is how I know. They make themselves available for questions and coaching, provide services above...

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E. D.

5/7/2019

After my sister-in-law passed away, I inherited the job of managing my in-laws' finances, I also inherited Jeff Peterson. During the first call to discuss transfer of assets, he tried to sell his...

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Brendon W.

1/27/2022

I've been working with Jeff Peterson and his team for the last 10 years. I used to think I had a good handle on the financial industry and what I should be doing with my retirement accounts...

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