At Financial Planning Unlimited, we can assist you in mapping out a personalized, flexible retirement plan that can put you on the path towards a financial future that allows you to enjoy the benefits of your hard-working years. Some of the ways we do this: Comprehensive Financial Plans, Retirement Planning, College Planning, Wealth Management, Review your Medical, Disability, & Life Insurance, Estate Planning, Asset Protection, Company Retirement Plans, Portfolio Analysis, Tax Preparation & Review plus more... Give us a call at (602) 274-0371 to assist with planning the best tax strategy along with help in developing and implementing an investment plan suited for your needs.
Website: fpuinc.com
Phone: (602) 274-0371
Cross Streets: Near the intersection of N 12th St and E Meadowbrook Ave
Closed now
- Fri 8:30 AM - 5:00 PM
4545 N 12th St Phoenix, AZ 85014 ·1856.14 mi
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Reviews
yelpI've known Jeff Peterson and his staff for over 20 years now. If I didn't think their services were top notch, I wouldn't be with them for over 20 years now. Friendly service from the staff to the...
MoreIf you are looking for a financial planner that cares and will take the time to listen to your needs, look no further than Jeff and his team. Jeff is managing my Roth IRA and has helped my...
MoreJeff and his crew are incredibly patient and kind in their working with clients. I am client that is how I know. They make themselves available for questions and coaching, provide services above...
MoreAfter my sister-in-law passed away, I inherited the job of managing my in-laws' finances, I also inherited Jeff Peterson. During the first call to discuss transfer of assets, he tried to sell his...
MoreI've been working with Jeff Peterson and his team for the last 10 years. I used to think I had a good handle on the financial industry and what I should be doing with my retirement accounts...
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