Traci Peterson is head financial consultant of our family owned investment firm here in Marshall, WI. What's even better? She's native to Marshall and absolutely loves it here. Strong ties to a community are important, and a great way to provide the 1 on 1, person to person service she's known for.
Yet, she still has clients all over the country who rely on her for her guidance, skills and caring personality. And of course, she happily flies to meet them wherever they are! No matter what you're looking for, whether it's information to peruse or a free, no obligation consultation, you'll find a wealth of information in the form of newsletter articles, helpful videos, a tax library, calculators, a glossary, and research reports.
Yet, she still has clients all over the country who rely on her for her guidance, skills and caring personality. And of course, she happily flies to meet them wherever they are! No matter what you're looking for, whether it's information to peruse or a free, no obligation consultation, you'll find a wealth of information in the form of newsletter articles, helpful videos, a tax library, calculators, a glossary, and research reports.
Services
At Blossom Financial, our mission is to help our clients identify and pursue their financial goals at every stage of their lives, from the birth of a new born child, to sending children to college, from planning for retirement, healthcare costs in retirement or to leaving the legacies they desire. We help our clients seek their preferred lifestyles through a one-on-one personal relationship with an experienced financial advisor.
With many years of experience and a commitment to integrity and being the best I can be, my goal is to empower you to take a proactive approach to your personal and familial finances. I will guide you to understand the opportunities and potential rewards when you take such a proactive approach to your and your family's financial life.
Leading up to what is now Blossom Financial, Traci Peterson worked at Edward Jones for more than 7 years. Her passion for helping people with their futures and investments, and for financials themselves, continues to increase. Blossom Financial has qualified representatives that are licensed to sell a variety of investment and insurance products.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
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