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Book your exploration session watch full video #38 financial advisory firm in the country according to cnbc That is why we are an independent, fee only, fiduciary advisory firm. Planning for you & yours
Develop financial investing strategies and wealth management solutions for you and those that matter most
Learn more solutions for your. Petersen hastings provides financially established individuals with clear and personalized visions of their unique financial futures The result is a more meaningful wealth management experience because of the connections between the firm, advisor and client. Petersen hastings wealth advisors, inc
Jim petersen and roger hastings formed a partnership in the 1970s following a chance encounter on a tennis court at columbia basin college Jim administered retirement plans and found himself being held accountable for investments he didn’t control. Petersen hastings wealth advisors, based in kennewick, washington, is ranked no 17 on the 2024 cnbc financial advisor 100 list
This is the firm’s first appearance on cnbc’s fa 100 list.
Client portal contact client portal for clients to receive their petersen hastings information with all their accounts on a secure online access Login to portal for clients looking to access their personal emoney portal on a secure online access Petersen hastings provides financially established individuals with clear and personalized visions of their unique financial futures. Petersen hastings began with the belief that the interests of the client always come first
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