Joshua Peters, Financial Advisor located in Gastonia, NC

Financial Advisor
Joshua Peters

CFP®, CEPA®
2940 Union Road Suite B, Gastonia, NC 28054opens in a new window
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Focus Areas

  • Business Retirement Plans
  • College Savings
  • New Investors
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

Team Members

  • Kristen Mullinax
    Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(704) 215-4475

Fax

(888) 215-1622

Office Address

2940 Union Road Suite B
Gastonia, NC 28054opens in a new window

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