Peters Wealth Group

Westerville, Ohio

4.9 (46 reviews)
Call (614) 865-2111 Visit website →

About

Peters Wealth Group, based in Westerville, Ohio, provides financial planning, investment management, and retirement planning services to families and business owners. The firm employs a structured approach called the Retire Ready G.U.I.D.E. process that addresses income generation, healthcare considerations, investment strategy, tax efficiency, and estate planning. Founded by Rodney Peters, the firm also maintains a public radio presence with weekly shows on local stations discussing income planning and market topics.

Specialties

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 9AM-5PM, Tuesday: 9AM-5PM, Wednesday: 9AM-5PM, Thursday: 9AM-5PM, Friday: 9AM-5PM, Saturday: Closed
SEC registered
No
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