Peterson Wealth Advisors
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Peterson Wealth Advisors
Peterson Wealth Advisors

Peterson Wealth Advisors

App Size: 37.78 MB
Release Date: 2024-07-17
Price: Free
5
2 Ratings
Size
37.78 MB

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iPhone
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The Peterson Wealth Advisors mobile application empowers our retiree clients by providing seamless access to their client portal. With our app, you can view all your financial accounts in one place, stay informed about your portfolio performance, and track the progress of your financial and retirement income plan.

At Peterson Wealth Advisors, we are dedicated to ensuring our clients retire with confidence through our Perennial Income Model™. This model emphasizes sustainable, long-term income strategies tailored to your unique needs. Our mobile app reflects this commitment, offering tools to help you manage your financial plans effectively.

Top Features:
- Interactive Dashboard: Easily view your portfolio performance and track your financial and retirement income plan.
- Document Vault: Securely send and receive files with your financial advisor.
- And More! Discover additional features designed to enhance your retirement planning experience.

If you're an existing client and would like to request access, please contact our team or speak with your financial advisor.

Stay connected and in control of your financial future with the Peterson Wealth Advisors mobile app.
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Peterson Wealth Advisors 5.14.0 Update
2024-09-06 Version History
- Custom date selection for in-depth portfolio review - Users able to toggle between each version of their financial plan - Planning customers may review behavioral finance results from BeFi20 & PulseCheck - Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile! - Bug Fixes

~Peterson Wealth Advisors LLC
More Information about: Peterson Wealth Advisors
Price: Free
Version: 5.14.0
Compatibility: Requires 13.4 or later
Bundle Id: com.advisorlynx.mobileadvisor.peterson
Size: 37.78 MB
Genre: Finance Business
Release Date: 2024-07-17
Last Update: 2024-09-06
Content Rating: 4+
Developer: Peterson Wealth Advisors LLC
Language: EN -

All Apps & Games Created by: Peterson Wealth Advisors LLC

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