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February 2024 by Tim Gruber
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.
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March 2023 by Tim G.
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.
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February 2022 by Brendon Walsh
I’ve been working with Jeff Peterson and his team for the last 10 years. I used to think I had a good handle on the financial industry and what I should be doing with my retirement accounts however after working with Jeff; I now have a greater understanding of my investments and accounts. He is very knowledgeable and offers his honest opinion and feedback. I ask a lot of questions and he is always willing to answer them. My life has changed over the years with marriage, children, home buying/selling, etc. He helped me create a plan to stay on track while I achieve my financial goals. He is always keeping me accountable and helping me to be financially independent quicker than I would have on my own. With his knowledge in all things financial, it is only natural that he is also guiding me with my tax planning. I really appreciate the way he and his team provide tax projections throughout the year so that when they prepare and file my return, I am on track with no surprises. It's great to know you can trust this team. I recommend them for all of your financial planning, retirement and tax preparation needs.
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January 2022 by Christine T.
If you are looking for a financial planner that cares and will take the time to listen to your needs, look no further than Jeff and his team. Jeff is managing my Roth IRA and has helped my husband and I with planning and executing the trust for our estate. First of all, Jeff and Ronnie have met with us numerous times, and asked numerous questions about what our needs are, and what we feel comfortable with as far as investing and our trust. Both of these things can be emotional and they have been amazing about asking the right questions and supplying us with all the tools necessary to make our choices. Second of all, I trust them. Jeff's father Norm started this business in 1981 and Jeff joined in 1994. Later came Anissa and Roni.. They are a family business and they treat their clients like family. Plus, they are really good at what they do! I highly recommend this company!
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January 2022 by Greg P.
Jeff and his crew are incredibly patient and kind in their working with clients. I am client that is how I know. They make themselves available for questions and coaching, provide services above and beyond what I typically find out there. I have worked with Financial Planning Unlimited for decades and have always had that experience. I HIGHLY recommend them. I also really appreciate the level of integrity in which they traverse a very complicated tax and investing system.
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May 2021 by Tyler W.
Friendly team with a personal touch
