Financial Services - Bay City, Michigan, United States
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. In addition to our experience as financial advisors, we also operate a full-service accounting and tax firm for individuals and businesses. Our combined knowledge of financial advisory, accounting and tax services helps us deliver a comprehensive experience to our clients. We believe that each client deserves the kind of care and dedication that we would provide to our own family. At Peterson Wealth Management, it is truly our family looking after yours. Our multi-generational approach to financial advising ensures that we will be here to take care of you and your future generations. Leif Peterson offers securities and advisory services offered through LPL, member FINRA/SIPC. Peterson Wealth Management, LLC is not affiliated with LPL Financial or registered as a broker-dealer or investment advisor.
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