Financial Planning Unlimited

5 reviews

+1 (602) 274-0371

Website

Photos

4545 N 12th St

Phoenix, AZ 85014

+1 (602) 274-0371

http://www.fpuinc.com

Financial Planning Unlimited is a family-owned and operated firm in Phoenix, AZ, offering financial planning and investment advisory services since 1981. They prioritize understanding each client's unique situation, goals, and risk tolerance to provide personalized financial solutions.

With a focus on long-term trends, the firm identifies opportunities within today's economic challenges to help clients achieve their financial goals. Their services include retirement planning, customized financial planning, investment management, and tax planning and preparation, ensuring comprehensive financial guidance.

The team at Financial Planning Unlimited consists of experienced professionals dedicated to building, managing, preserving, and transitioning wealth for their clients. By offering tailored strategies and advice, they aim to empower individuals in pursuing a secure financial future.

Generated from the website content

Also at this address

Peterson, Jeffrey C Agt

Find related places

Banks

Financial Advisor

Insurance

Reviews

4.05 reviews

Tim G.

3/2/2023

I'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...

Read more on Yelp

Christine T.

1/26/2022

If 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...

Read more on Yelp

Greg P.

1/26/2022

Jeff 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...

Read more on Yelp

Brendon W.

1/27/2022

I'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...

Read more on Yelp

E. D.

5/7/2019

After 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...

Read more on Yelp

Own this business?

Claim it

See a problem?

Services, nec, nec, Financial consultant, Stock exchanges

Versant Capital Management

Versant Capital Management is an independent, employee-owned wealth management firm based in Phoenix, AZ. With a focus on empowering clients to achieve their financial goals, Versant offers personalized wealth management plans that go beyond just finances, taking into account major life events and aspirations. Through an evidence-based investment approach and a commitment to acting in the best interest of their clients as fiduciaries, Versant Capital Management has been helping people live the life they imagine since 2004. With a team dedicated to meeting client needs and incorporating assets and investments into their financial strategies, Versant Capital Management brings order to clients' financial lives. Their investment beliefs are the result of decades of experience and investigation, and they do not follow fads. As an independent firm, Versant is able to provide ongoing education on fostering wealth and ensure that clients' goals are at the center of their wealth plans and investment portfolios.Generated from the website

Services, nec, nec, Investment bankers, Financial consultant

Fry Investment Company

"I joined the Fry Investment company in early August, 2021 and the deal was that as a "Lifetime member" one would receive in their box/email weekly reports every Friday. Right after signing up we..."