Peterson Wealth Services Inc Ogden

Peterson Wealth Services Inc Reviews

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  Beani Martinez
  5

  We have been clients of Peterson Wealth Service for a number of years. We find them to be highly professional yet very personable. Given their knowledge and skill set, we are confident in their decisions on our behalf. Of all the professional services we have ever used, we have NEVER had a more responsive team of professionals. Whenever we call Peterson Wealth Services, we know we will hear back almost immediately. We highly recommend Peterson Wealth Services for your investment needs.

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  Paul Chvostal
  5

  A friend recommended Peterson Wealth Services to us a year ago and we are so happy they did. Not only have they made extraordinary gains with our investment, they are a pleasure to work with. They get back to us immediately when we have concerns, answer all our questions patiently, and are always straightforward and honest. Billy and Shawn and their staff are the best. A true Blessing.

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  Jim Dunks
  5

  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!

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  Janell Green
  5

  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.

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  Carlos Lopez
  5

  Doing business with Peterson Wealth Services is the best financial decision I have ever made. The team is very professional and friendly and always available to help you and answer all your questions. And, of course, it has been a very rewarding and successful financial experience. I would highly recommend Peterson Wealth Services to take care of your investments.

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  Cam Barton
  5

  The guys at Peterson Wealth have done an excellent job managing my portfolio. consistant returns that exceed my expectations are getting to be a normal thing with them. They are exceptionally responsive and have an immense knowledge of the market and business in general. Not only are they great portfolio managers they're are also an invaluable resource as consultants for the financial arm of my business.

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  Mike Liegert
  5

  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!!!

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  Judy Pechunka
  5

  This is a seasoned group of professionals who are very knowledgeable of the market and the changing landscape in the financial world. They look at their clients' individual needs and respond accordingly to help make the best of each investment. The small size of the firm keeps investors from becoming lost in a crowd of clients. I have trusted them to guide me with my financial security for several years now and I am very pleased with the professional relationship and the results.

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  Reb Close
  5

  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.

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  Robert Breitling
  5

  Peterson Wealth has taken care of us for several years. We always have great customer service and they never leave us guessing on the best course to take with our investments. We highly recommend them!