We’re so grateful to Billy and Shaun for helping us to understand our readiness for retirement, thankful to their skillful management and advisement of our resources.
We have been retired for over two years now and are convinced our retirement success is significantly due to Peterson Wealth Services.
Even if you don’t trust your own financial savvy, we are living proof you can trust Peterson Wealth Services.
What an awesome professional team, overall. Even when we are not sure about the world’s financial situations or circumstances, we stand convinced Peterson Wealth Services is on top of our financial situations and circumstances and are squeezing every penny out of the resources available to their management.
We cannot say enough good things about Peterson Wealth Services! Everyone that works there is very responsive, professional and their communication with us has been fantastic. They actually pay attention to your money unlike other financial planners we have used. Do not hesitate to use Peterson Wealth!
One of the best decisions I have ever made. These people are Fantastic and are well educated and know what they are talking about. The are very professional, friendly and trustworthy! They have taken a huge weight off my back and made my life so much better. I would highly recommend doing business with Peterson Wealth!!!
We have worked with Billy and his team for approximately 25 years. We have 100% confidence in them and we feel completely supported and appropriately guided in all of our work with them. In these 25 years, we have never experienced a delay when asking a question. When we have pulled their expertise into our dealings with other professionals we receive nothing but compliments on their professionalism and extensive knowledge. I could not feel more confident than I do with PWS.
They are very professional and they’ve helped me come a long way financially wise . Plus there are willing to work with you in any way you want to spend your money. We have been with them for over 20 years and then very satisfied.
We have been with PWS for quite a few years now and have been pleased with how Shaun and Billy have taken care of our retirement portfolio. We appreciate their interest and care in where we are coming from and their advice has been invaluable in staying the course and growing our funds. They are always friendly and willing to listen to our concerns and patiently explain where they are coming from. We trust them and highly recommend them.
Peterson Wealth Services is a Registered Investment Advisor located in South Ogden, Utah. The testimonials provided above were from current clients of Peterson Wealth Services. Peterson Wealth Services neither offered nor provided cash or an item of value in exchange for these testimonials. The clients giving the testimonials did so at their own will.