Peters Financial LLC

Name: Peters Financial LLC
Address: 365 Grand Ave Suite E, Fairhope, AL, Fairhope, Alabama, 36532, US
Telephone: (251) 340-6161

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About

Peters Financial is a trusted independent wealth management and financial planning firm based in Mobile, Alabama. Since 1980, our mission has been to provide personalized financial strategies tailored to each client’s unique goals. As fiduciary financial advisors, we prioritize your best interests, offering expert guidance in retirement planning, investment management, estate planning, and more. With a commitment to transparency and long-term relationships, our team helps individuals, families, and businesses achieve financial success. Whether you're planning for the future or managing wealth, Peters Financial is your partner in financial confidence. Contact us today at (251) 342-4874 or [email protected].

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Phone

(251) 340-6161

Address

365 Grand Ave Suite E, Fairhope, AL
Fairhope, Alabama 36532

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County

Baldwin County, Alabama

Home City

Fairhope, Alabama

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Directory Category

Financial Planners - Fairhope, Alabama

Business Categories

Financial - Advisory Services Financial Financial - Planning Consultants.

Years Active

Website

https://www.petersfinancial.us/

Profile URL

https://www.storeboard.com/petersfinancialllc1

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Owner

Mr. Edwin L.

Work: (251) 342-4874

[email protected]

Services

Financial Planning Investment Planning Retirement Planning Estate Planning College Planning Insurance Life Event Counselling

How I Got Started

Peters Financial offers personalized financial planning tailored to each client's needs. They prioritize individualized attention throughout the planning and execution processes, using proactive strategies to help clients achieve their financial goals. Before the first meeting, clients are encouraged to gather relevant documents. The initial meeting focuses on understanding the client's financial situation and retirement plans. In the second meeting, a detailed analysis is presented along with tailored recommendations and the start of the financial plan implementation. Peters Financial is committed to data privacy and advises consulting legal or tax professionals for specific advice. Securities are offered through Kestra Investment Services, LLC, which is not affiliated with Peters Financial. For inquiries, clients can reach out via phone or email.

Education

Graduated college in June 1975.

Licenses

Registered Representative with Kestra Investment Services, LLC. Investment Advisor Representative with Kestra Advisory Services, LLC.

Certifications

Chartered Financial Consultant (ChFC): Attained in 1983.

Payment

Visa, American Express, Master Card, Discover, PayPal, Check, Cashier's Check, Cash, Debit Card

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