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"In today’s uncertain financial market, it is important to be able to turn to a firm you can trust. I bring to our relationship an unusual and winning combination - an independent financial advisor beholden to no one except you, a professional with more than 25 years of financial experience, and a neighbor who lives and works in your community." Russ Peterson takes the time to get to know his clients. How do they feel about money? What kind of investments do they seek – or wish to avoid? What are their long-term goals? One size does not fit all. There is no right answer for everyone. Through the individual investment policy statement he and his client form together, they define these and other questions and come up with a personalized plan that truly reflects the client’s needs. |
R.A. Peterson Associates