I've been using Financial Planning Unlimited for my taxes for over the last 20 years. Awesome staff and owner. I like the "family" feel you get when you see them. Never disappointed me.
March 2023
I've known Jeff Peterson and his staff for over 20 years now. If I didn't think their services were top notch, I wouldn't be with them for over 20 years now. Friendly service from the staff to the owner, this feels like the days when things were done with a handshake.They do all they can to put the customer first.
Financial Planning Unlimited, formed in 1981, is an independent financial and retirement planning services firm, dedicated to serving the financial planning needs of individuals, businesses, and participants in employer retirement plans. The Financial Planning Unlimited team is highly qualified in the areas of personal financial planning, business and retirement planning. We are a local firm with strong professional relationships and ongoing commitment to the individuals, families, businesses, and organizations in our community.
