Joseph Peterson, Financial Advisor

FINANCIAL ADVISOR
Joseph B Peterson Jr

CFP®, ChFC®, CEPA®
6107 S Coulter St Suite 400, Amarillo, TX 79119opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Charitable Giving

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Volunteering
  • Traveling
  • Sports Enthusiast
  • Movies & Entertainment
  • Personal Fitness

Team Members

  • Gloria Elliott
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 12:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(806) 353-1035

Fax

(855) 394-6484

Office Address

6107 S Coulter St Suite 400
Amarillo, TX 79119opens in a new window

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