Edward Jones - Financial Advisor: Josh Peterson

Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.

H&R Block tax professionals know taxes and can handle your tax needs and maximize your refund. Set up an appointment in your local tax preparation office or work with your tax consultant from home. Whether you come in to your local Whitewater H&R Block office to work with your tax pro or drop off your documents and go, your well-being is our top priority. By deep cleaning offices, disinfecting high-touch areas after each appointment, and social distancing, we're doing our part to keep our communities safe. If you want to work with your tax pro from home - just call and ask to use our Digital Drop-Off service. You'll get an email from a tax pro with a link to upload your documents.

The real value we provide to clients is helping them get the most out of life by understanding their financial goals and developing a comprehensive plan to meet them. We will clarify common financial goals, such as retirement, financial independence, college funding, weddings, vacations, health ...