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September 2024 by Matt Lebrun
I highly recommend David Peterson as a financial advisor. He delivers great returns but more importantly David is someone you can trust with your money. To me that is the most important thing to feel safe.
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September 2024 by Ariana Feuvrier
David is incredibly knowledgeable and personable. He makes thoughtful recommendations, takes time to explain and answer every question I have, and is easily accessible. Beyond his financial expertise, he is a great person - trustworthy and affable. Hengameh is also wonderful! David and Hengameh are truly an incredible team and I’m so grateful to have found them.
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August 2024 by Daniel Williams
I have known David for many years and he is a true financial professional! Extremely knowledgeable, a tremendous guide for those seeking financial direction and an incredibly nice person. I wish I could give him 6 Stars.
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March 2024 by Joey T
Five stars for David and his team! As a financial planner, David's friendly demeanor and forward-thinking approach have made all the difference for my family's financial journey. He's helped us exceed our goals and navigate choppy market waters with ease. And let's not forget about his assistant Hengameh – she's a pro at handling financial queries and keeping us on track with important dates. Couldn't recommend them enough!
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November 2023 by Tim Smith
I’ve worked with David and Hengameh exclusively for the past 10 years. Without exception, they have been exceptional on all level of customer support. As communicators, investment strategists and partners in reaching my financial goals, their performance has been beyond reproach. Simply stated, David pays attention. He knows the market and moves quickly to take advantage of opportunities. Every year, even during unexpected market depressions, his advice and guidance has been invaluable.
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November 2023 by Michael Sylliaasen
David was great! He worked with my wife and I to plan for our retirement and set aside a college fund for our little one. Highly recommend him.
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October 2023 by Cody Brown
Very easy to work with. Very good results
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October 2023 by AmIAnAlpacka Hogan
I highly recommend David. He has proven to be a great partner over the last decade.
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October 2023 by jake kludt
David keeps me sane knowing that my money is not only safe but growing. He’s not just an advisor, he’s also a friend.
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October 2023 by thomas braden
David is a great advisor and shapes his financial recommendations to meet each client’s goals. I highly recommend him to anyone needing financial guidance to meet their goals and wanting to grow their portfolio.
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October 2023 by Dan Norcross
Highly recommend! David takes the time to understand your unique financial aspirations and tailors a plan to help you achieve your goals. His approach is personalized, sincere, and professional.
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October 2023 by Erin Joseph
My advisor David, staff and Edward Jones are amazing. Been loyal for 10 years and have really set me up in the best position for retirement. Highly recommend!!
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October 2022 by Vickie Braden
Very knowledgeable and focused on my specific needs. Has a fabulous support staff. Definitely recommend David and his team.
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October 2022 by Connor Long
David helped me immensely when I changed jobs with an IRA Rollover and help put structure into my financial life. He’s a positive, motivated and intelligent man who leads by example. I would trust him with family, friends and colleagues and highly recommend David to anyone who wants to work with a financial planner with integrity.
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September 2022 by Stephen Lewis
David Peterson is exactly the kind of person you want managing your investments. His integrity, knowledge of the markets, communication, individualization and overall professionalism are absolutely outstanding.
