Abby Peterson

Background

About Abby Peterson

I help my clients keep more of their hard-earned money, leverage their assets to generate wealth, and transform their legacy. The process does not have to be complicated. We simply set financial goals, institute a well-defined plan designed to meet those goals, and adjust the plan as needs change. I assist my clients to become more knowledgeable, to make well informed decisions, and to form solid financial habits. I am duly licensed, duly registered, and prepared to offer a number of individualized strategies that include investment services, retirement planning, estate planning strategies, life insurance, long-term care insurance, and education planning. I also help businesses with employee benefits, executive benefits, and business continuation programs. To those I serve, my promise is I will always put your interest first, listen to your concerns and act according, and provide accurate and timely information. I will advise you, not “sell” you, provide strategies that are individually tailored to meet your desires, and will guide you through informed decisions. I will always maintain strict confidentiality. Interested in learning more? Schedule a meeting now - https://calendar.cirrusinsight.com/schedule/abby-peterson Or Contact 216-416-8793 or Abigail.peterson@equitable.com