Edward Jones - Financial Advisor: Joseph B Peterson Jr, CFP®|CEPA® 6107 Coulter Street South, Amarillo, TX 79119
About the Business
Edward Jones - Financial Advisor: Joseph B Peterson Jr, CFP®|CEPA® is a reputable financial institution located at 6107 Coulter Street South in Amarillo, Texas. Specializing in providing comprehensive financial planning services, Joseph B Peterson Jr, a Certified Financial Planner and Certified Exit Planning Advisor, offers personalized investment strategies tailored to each client's unique financial goals and needs. With a commitment to excellence and a dedication to helping clients achieve financial success, Edward Jones - Financial Advisor: Joseph B Peterson Jr, CFP®|CEPA® is a trusted partner in building and securing a solid financial future.
Photos
Location & Phone number
6107 Coulter St S #400, Amarillo, TX 79119, United States
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 3:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Joseph has been my financial advisor for 10+ years. He has always gone beyond for me and has shown return over anticipated growth. Since starting with Edward Jones in 2007 I have seen many ups and downs in the market. Joseph has walked me through these and really educated me. My money has been able to work harder and I have peace of mind for my retirement and my family. Joseph is a pillar of the community. He has been recognized as a person of the year and over all has fantastic character. I trust Joseph and I highly recommend his service."
"Joseph did great on helping me buy stocks! Very professional and a great leader in the community."
"Joseph does great work and is very informative about what is going on with my money."
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- Financial Advisor
- Audit & Consulting
- Asset Protection
- Budgeting And Saving
- Certified Financial Planner
- Elder Financial Care
- Estate Planning
- Exit Planning
- Family Wealth
- Financial Advisor
- Financial Goals
- Financial Planning Services
- Generational Wealth
- Income Tax Strategy
- Investment Advice
- Investment Risk Management
- Investments Strategies
- Investor Relations
- Long Term Investments
- Personalized Finance
- Portfolio Management
- Retirement Income
- Retirement Planning
- Senior Financial Planning
- Tax Optimization
- Tax Planning
- Wealth Creation
- Wealth Management
- Wealth Transfer
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