Brian Barstead CFP, CH FC, Clu, Mba

At Peterman Financial Group, Inc., our mission is to help our clients prosper and protect their wealth through comprehensive and holistic wealth planning, communication, and education. We seek to guide our clients in making intelligent and informed financial decisions through relationships built on integrity, trust, and personalized service. We believe that regular investment reviews, combined with a conservative, long-term approach, are the keys to successful wealth planning.

Our business is based on relationships rather than transactions. We are passionate about the friendliness and competence of service we provide, as we focus on building long-term relationships. Our goal is to deliver more than you expect. Call us today for all your banking needs.

Quorum Consulting Group, established in September 1994, is a team of retirement plan professionals dedicated to providing expert guidance and exceptional customer service. With over 100 years of combined experience, they specialize in third-party administration of defined contribution plans, allowing clients to focus on their business while Quorum handles the complexities of IRS and DOL regulations. Committed to excellence, Quorum designs and implements retirement plans tailored to each organization's unique needs, promoting both business goals and employee retirement readiness. Their adaptable approach offers a range of services from full-service administration to customized plan options, ensuring clients receive quality work and personalized attention for a successful retirement plan. Generated from the website