Financial consultant, Certified public accountant, Investment advisory service
Peterman Financial Group, Inc
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.