Peterson Financial Group
Located in Pittsford, NY, Peterson Financial Group serves as an independent broker-dealer, specializing in a wide range of investment products and advisory services tailored to meet various financial needs. By collaborating with financial advisors, institutions, and registered investment advisors (RIAs), Peterson Financial Group equips professionals with essential resources and cutting-edge technology platforms to deliver customized financial advice.
With a focus on enhancing advisors' capabilities and efficiency, Peterson Financial Group plays a crucial role in empowering financial professionals to engage effectively with their clients. Through offering support in compliance oversight, practice management, and advanced technology services, the firm strives to enable advisors to navigate the intricate financial services landscape confidently and independently.
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