In an industry focused on the bottom line, Petersen Investments believes that the bottom line is the direct result of strategic vision, hard work and most importantly, client satisfaction.
Petersen Investments is a small, family owned business where our clients are our number one priority. We believe in identifying and proactively implementing the best investment plans for each client's needs. From sophisticated strategies to a simple order, Petersen Investments can support all your unique investment goals and circumstances.
Our independence and size allows us to be extremely flexible and resourceful. Our technology and relationships allow us to deliver the same comprehensive investment solutions you would expect to find at much larger firms. From retirement planning, trust services, insurance and annuities to sophisticated strategies for high net worth clientele, Petersen offers an all-inclusive approach to reaching your goals.
Petersen Investments is a member of the Financial Industries Regulatory Agency (FINRA) and the Securities Investor Protection Corporation (SIPC) and is proud to clear through Pershing, a subsidiary of Bank of New York Mellon .
State-of-the-Art Technology, Old Fashioned Service. It's not just a tag line. It's our philosophy.