In the ever-changing modern financial landscape, it can be hard to make the right choices. Let our CERTIFIED FINANCIAL PLANNER at Peterson Wealth Services help you manage your hard-earned money. Do you need help when it comes to streamlining your business? We can help you simplify your financial life, preserve your assets, avoid unnecessary taxes and manage your investments.
Are you unprepared for retirement? We're here to help you navigate this important time in your life, helping you preserve your assets, mitigate taxes and maintain a comfortable lifestyle.
Are you unprepared for retirement? We're here to help you navigate this important time in your life, helping you preserve your assets, mitigate taxes and maintain a comfortable lifestyle.
Services
In the ever-changing modern financial landscape, it can be hard to make the right choices. Let the team at Peterson Wealth Services help you manage your hard-earned money. We offer customized services depending on your unique needs, Investment Consulting, Advanced Planning, and Divorce Financial Planning.
Founded by Billy Peterson, Peterson Wealth Services was designed from the beginning around our clients. With a keen sense of the way the markets work and strong dedication, we work to help preserve and manage your hard-earned assets. Coming from farming and ranching backgrounds, our company values include, hard work, attention to detail, doing what you say you do, and deep rooted pride.
Community and family are vital to all of us at Peterson Wealth Services. We feel it's important to give back in every way possible. Ongoing efforts include partnering with local churches and schools, where we donate time and resources teaching financial education and personal responsibility. Additionally, we host an annual baseball tournament and home run derby, a softball tournament, 10k races, an annual scholarship and grief support groups.
In 1962, Bob James set out to build a different kind of financial services firm-one that put people, planning and principles first. And now, more than 50 years later, Bob's different kind of firm is one of the leading independent financial services companies in the United States.
Raymond James has grown to become a well-respected, widely recognized multinational firm with distinct business units that serve a variety of clients, from individuals and small business owners to municipalities and major corporations.If you'd like to find out a little more about Raymond James before investing your money, talk to us about BIO Trips, in which we'll show you the company up close and personal.
Raymond James has grown to become a well-respected, widely recognized multinational firm with distinct business units that serve a variety of clients, from individuals and small business owners to municipalities and major corporations.If you'd like to find out a little more about Raymond James before investing your money, talk to us about BIO Trips, in which we'll show you the company up close and personal.
Traditional divorce can be lengthy, stressful and very costly. We can offer you education on this topic, Utah Divorce Planning. Take the necessary steps to complete your divorce in a timely manner in a way that is understandable and customized. Every couple has different assets, needs and goals. Therefore, no divorce should be treated the exact same.
Reviews (10)
Judy Pechunka
Feb 25, 2021
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This is a seasoned group of professionals who are very knowledgeable of the market and the changing landscape in the financial world. They look at their clients' individual needs and respond accordingly to help make the best of each investment. The small size of the firm keeps investors from becoming lost in a crowd of clients. I have trusted them to guide me with my financial security for several years now and I am very pleased with the professional relationship and the results.
Beani Martinez
Feb 12, 2021
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We have been clients of Peterson Wealth Service for a number of years. We find them to be highly professional yet very personable. Given their knowledge and skill set, we are confident in their decisions on our behalf.
Of all the professional services we have ever used, we have NEVER had a more responsive team of professionals. Whenever we call Peterson Wealth Services, we know we will hear back almost immediately.
We highly recommend Peterson Wealth Services for your investment needs.
Of all the professional services we have ever used, we have NEVER had a more responsive team of professionals. Whenever we call Peterson Wealth Services, we know we will hear back almost immediately.
We highly recommend Peterson Wealth Services for your investment needs.
Janell Green
Jan 10, 2021
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We have been with PWS for quite a few years now and have been pleased with how Shaun and Billy have taken care of our retirement portfolio. We appreciate their interest and care in where we are coming from and their advice has been invaluable in staying the course and growing our funds. They are always friendly and willing to listen to our concerns and patiently explain where they are coming from. We trust them and highly recommend them.
Reb Close
Nov 07, 2020
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We have worked with Billy and his team for approximately 25 years. We have 100% confidence in them and we feel completely supported and appropriately guided in all of our work with them. In these 25 years, we have never experienced a delay when asking a question. When we have pulled their expertise into our dealings with other professionals we receive nothing but compliments on their professionalism and extensive knowledge. I could not feel more confident than I do with PWS.
Jim Dunks
Nov 02, 2020
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Positive: Professionalism, Quality, Responsiveness, Value
We cannot say enough good things about Peterson Wealth Services! Everyone that works there is very responsive, professional and their communication with us has been fantastic. They actually pay attention to your money unlike other financial planners we have used. Do not hesitate to use Peterson Wealth!
We cannot say enough good things about Peterson Wealth Services! Everyone that works there is very responsive, professional and their communication with us has been fantastic. They actually pay attention to your money unlike other financial planners we have used. Do not hesitate to use Peterson Wealth!
Kenneth Zaloudek
Oct 05, 2020
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Paul Chvostal
Aug 17, 2020
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A friend recommended Peterson Wealth Services to us a year ago and we are so happy they did. Not only have they made extraordinary gains with our investment, they are a pleasure to work with. They get back to us immediately when we have concerns, answer all our questions patiently, and are always straightforward and honest. Billy and Shawn and their staff are the best. A true Blessing.
Cam Barton
Jul 25, 2020
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The guys at Peterson Wealth have done an excellent job managing my portfolio. consistant returns that exceed my expectations are getting to be a normal thing with them.
They are exceptionally responsive and have an immense knowledge of the market and business in general.
Not only are they great portfolio managers they're are also an invaluable resource as consultants for the financial arm of my business.
They are exceptionally responsive and have an immense knowledge of the market and business in general.
Not only are they great portfolio managers they're are also an invaluable resource as consultants for the financial arm of my business.
Mike Liegert
Jul 19, 2020
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Positive: Professionalism, Quality, Responsiveness, Value
One of the best decisions I have ever made. These people are Fantastic and are well educated and know what they are talking about. The are very professional, friendly and trustworthy! They have taken a huge weight off my back and made my life so much better. I would highly recommend doing business with Peterson Wealth!!!
One of the best decisions I have ever made. These people are Fantastic and are well educated and know what they are talking about. The are very professional, friendly and trustworthy! They have taken a huge weight off my back and made my life so much better. I would highly recommend doing business with Peterson Wealth!!!
Carlos Lopez
Jun 22, 2020
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Doing business with Peterson Wealth Services is the best financial decision I have ever made. The team is very professional and friendly and always available to help you and answer all your questions. And, of course, it has been a very rewarding and successful financial experience. I would highly recommend Peterson Wealth Services to take care of your investments.