Peters Wealth Group - Westerville, Ohio

Peters Wealth Group

Peters Wealth Group is a highly regarded financial planning and investment firm located at 470 Olde Worthington Rd # 200, Westerville, OH 43082. The company has been providing expert advice and services to clients in the area for many years.

Specialties: Financial advisor, Financial planner, Investment company, Investment service

Peters Wealth Group is known for their personalized approach to financial planning and investment management. Their team of experienced professionals work closely with each client to develop tailored strategies that align with their unique financial goals and risk tolerance.

Other points of interest:

• Language assistance
• Wheelchair accessible entrance
• Wheelchair accessible parking lot
• Wheelchair accessible restroom

The company's commitment to exceptional customer service is evident in their quick response times and thorough communication. Clients praise the team for their knowledge, empathy, and genuine care for their financial well-being.

Reviews: With 26 reviews on Google My Business, Peters Wealth Group has earned an impressive average rating of 4.8 out of 5 stars. One satisfied client states, "Rodney Peters is by far the best financial advisor both my husband and I have ever had. Our previous advisors were very difficult to get responses from, and we have never had that issue with Rodney. He responds quickly, usually within a few hours (sometimes immediately). Really knows his stuff and has helped us tremendously, and he genuinely cares. We will never work with any other advisor."

Contact Peters Wealth Group today at 48652111 or visit their website at peterswealthgroup.com to learn more about their services and how they can help you achieve your financial goals.

👍 Reviews of Peters Wealth Group

MaryLou M.

5/5

Rodney Peters is by far the best financial advisor both my husband and I have ever had. Our previous advisors were very difficult to get responses from, and we have never had that issue with Rodney. He responds quickly, usually within a few hours (sometimes immediately). Really knows his stuff and has helped us tremendously, and he genuinely cares. We will never work with any other advisor.

Larry F.

5/5

Rodney and the Peters Wealth Group are extremely easy to work with. They take their time and truly care for their clients. I’ve worked with Rodney for a number of years and he is very knowledgeable and cares for my money as if it were his own. I’ve recommended several of my children to talk to him and they have been very satisfied.

Steve B.

1/5

Rodney Peters is a polished salesman with excellent presentation skills. He is personable and helpful. When investing in the market however, Rodney lacks the incentive to manage risk appropriately. Rodney also lacks the appropriate means of exits, he has no trading plan, position sizing is extremely out of proportion, and there is no edge in his investing. When asked about what he does exactly his response is, “check quarterly and adjust portfolio accordingly”.

Tim B.

5/5

I've been working with Rodney on managing my retirement accounts for nearly 10 years. He has always been available to answer my questions, and to share his insights on market dynamics spending time to thoroughly review options to protect balances and maximize returns. If you are looking for someone to guide you through the intricacies of retirement planning, I can't think of anyone else. Give Rodney a call.

Nikki H.

5/5

Rodney remembered me from a networking event years ago, when I attended a workshop he held about social security. I set up an appointment with him to go over the investments and savings I had. He helped me get my pension flipped it into an annuity, advised me on waiting on social security and showed me how it was best to start living on my 401K. He made me realize I was in great shape financially for retirement. Until then I didn't really know what to do and was scared not having a regular paycheck. Now I love being retired.

Terry B.

5/5

Rodney and his staff are fantastic! I have been a client for several years and have had nothing but positive experiences. All matters have been handled professionally and with speed and efficiency. Rodney always makes time for any questions I have and offers sound suggestions. I highly recommend Peters Wealth Group!

Doug E.

5/5

Client focused. Rodney listens to you and your financial plans. He puts his expertise to your individual needs providing options and choices you probably didn't think about. He always makes himself available to answer your questions. Very professional but, with a jeans on Friday type of approach. Good choice for getting yourself retirement ready.

Christine U.

5/5

Rodney completed a very detailed, thorough review of our finances and provided great suggestions on how to lesson our tax burden in retirement. His knowledge of investing and confidence in advising us on our financial future in retirement is very reassuring.