Peterson Wealth Services Inc

South Ogden, Utah

5.0 (57 reviews)
Call (801) 475-4002 Visit website →

About

Peterson Wealth Services is a registered investment adviser in South Ogden, Utah, offering financial planning and investment management services. The firm serves high-net-worth clients (those exceeding $5 million), women navigating life transitions, business owners, and individuals planning for retirement, addressing concerns such as tax efficiency, portfolio diversification, and asset protection. According to client reviews, the firm operates without commissions and emphasizes personalized attention to individual risk preferences and financial circumstances.

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8AM-4PM, Tuesday: 8AM-4PM, Wednesday: 8AM-4PM, Thursday: 8AM-4PM, Friday: 8AM-2:30PM, Saturday: Closed
SEC registered
No
0 selected
Compare →