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In the ever-changing modern financial landscape, it can be hard to make the right choices. Let the team at Peterson Wealth Services help you manage your hard-earned money.

Wealth Services Blog

Our financial and wealth services blog is dedicated to answering your financial questions and increasing your financial awareness and knowledge

Meet Maggie

Meet Maggie

Peterson Wealth Services’ Point of View:  Meet Maggie   Billy Peterson – CFP®, CDFA®, Financial Advisor, RJFS Maggie Pigg –Branch Administrator, RJFS   Billy interviews Maggie, our Branch Administrator. Originally from Virginia, Maggie has been with Peterson...

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Patience and Perseverance

Patience and Perseverance

Peterson Wealth Services’ Point of View: Patience and Perseverance   The information contained in this video does not purport to be a complete description of the securities, markets, or developments referred to in this material. The information has been obtained...

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Scary Headlines

Scary Headlines

Peterson Wealth Services' Point of View: Scary Headlines   Any opinions are those of the individuals shown and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that...

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A Light Tower Through the Fog

A Light Tower Through the Fog

Market Strategy April 8, 2020 Current Overall Investment Advice: The equity markets have risen substantially from the lows set just two weeks ago. The sharp rebound took most by surprise and even long-tenured market strategists are scratching their heads. We at...

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Ducking and Dodging

Ducking and Dodging

Peterson Wealth Services’ Point of View: Ducking and Dodging   Any opinions are those of the Peterson Wealth Services and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. There is no...

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Keeping Perspective in Unprecedented Times

Keeping Perspective in Unprecedented Times

Peterson Wealth Services’ Point of View: Keeping Perspective in Unprecedented Times   The information contained in this report does not purport to be a complete description of the securities, markets, or developments referred to in this material. Any opinions are...

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Making sense of the non-sense!

Making sense of the non-sense!

Gaining some perspective and turning attention to offense-- With the current media frenzy surrounding the corona virus, it does seems a bit like the world is coming to an end when you listen to the commentators on television and social media channels incessantly...

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Coronavirus

Coronavirus

Peterson Wealth Services' Point of View: Coronavirus     The information contained in this report does not purport to be...

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The SECURE Act

The SECURE Act

  Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. While...

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Billy’s Winter Poem

Billy’s Winter Poem

  The years keep on passing by Many of you are getting older – Fortunately, I drank from the fountain of youth So I don’t age, but the winters do feel colder! Our world continues to change As new technology replaces old ways – Can anyone make it a day without a...

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FINANCIAL PLANNING FOR TOMORROW

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Phone

Phone: 801-475-4002

Fax: 801-475-4015

Address

1523 East Skyline Drive – Suite C

South Ogden, UT 84405

 

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Office Hours

M- Th: 8:00am - 4:00pm

F: 8:00am - 3:30pm

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