Edward Jones - Financial Advisor: Joseph B Peterson Jr, CFP®|ChFC®|CEPA®

5.0
4 reviews

About

Investment Service
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Location

Edward Jones - Financial Advisor: Joseph B Peterson Jr, CFP®|ChFC®|CEPA®
6107 S Coulter St, Amarillo, TX
79119, United States

Hours

Reviews

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  • CC
    Clint Caldwell
    Jan 18, 2024
    5.0
    Joseph has been my financial advisor for 10+ years. He has always gone beyond for me and has shown return over anticipated growth. Since starting with Edward Jones in 2007 I have seen many ups and downs in the market. Joseph has walked me through these and really educated me. My money has been able to work harder and I have peace of mind for my retirement and my family. Joseph is a pillar of the community. He has been recognized as a person of the year and over all has fantastic character. I trust Joseph and I highly recommend his service.
  • JB
    Jeff Bara
    Sep 11, 2020
    5.0
    Joseph did great on helping me buy stocks! Very professional and a great leader in the community.
  • SH
    Shawn Harvey
    Apr 11, 2017
    5.0
    Joseph does great work and is very informative about what is going on with my money.

Frequently Asked Questions About Edward Jones - Financial Advisor: Joseph B Peterson Jr, CFP®|ChFC®|CEPA®

What services does Edward Jones - Financial Advisor: Joseph B Peterson Jr offer?

Edward Jones provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face consultations tailored to individual client needs.

What are the office hours for Edward Jones - Financial Advisor: Joseph B Peterson Jr?

The office is open Monday to Thursday from 8:00 AM to 5:00 PM, Friday from 8:00 AM to 3:00 PM, and closed on weekends, with Saturday available by appointment only.