Peterson Financial Services, LLC, is an independent financial advisory business providing clients a variety of financial services and investments. Based in Denver, Colorado, and serving customers nationwide since 1990, we focus on fee-based portfolio management and financial analysis services. We are non-proprietary and search the broad marketplace objectively for investments appropriate to our individual client needs.
The principal, Kirk R. Peterson, CFP, is committed to providing personalized, balanced and trustworthy advice with impeccable service. As fee-only advisors, we are registered with the Colorado Division of Securities as well as other state securities agencies as required by those states in which we operate.
The principal, Kirk R. Peterson, CFP, is committed to providing personalized, balanced and trustworthy advice with impeccable service. As fee-only advisors, we are registered with the Colorado Division of Securities as well as other state securities agencies as required by those states in which we operate.
Services
Peterson Financial Services, LLC focuses on investment portfolio management. The vast majority of our client services are in this area, assisting individuals, trusts, non-profits, corporate accounts, and retirement plans. Peterson Financial Services, LLC also assists clients in the analysis and calculation of various goals they may have.
We work with individuals, trusts, pension and 401k plans, and corporations. Many of our clients are small business owners, professionals, sales managers, and executives. We also serve retirees, heirs, and other clients. We provide financial planning and analysis services which will answer these and many other questions you might have.
The reasons individual investors have for wanting to set aside money are as varied as their goals. Whether it be putting a child through college or traveling the world in retirement, those goals become a part of you. In order to create an investment plan out of those objectives, you must wade through a minefield of options about how to go about investing your money.
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