WebSpecialties: As a primary Fiduciary, Petersen Hastings serves committed investors with complex financial needs, just like you! Our multigenerational team of experienced and credentialed professionals delivers innovative … Web10. apr 2024 · Petersen Hastings in Kennewick and Walla Walla, Washington is honored to announce our recertification from the Centre for Fiduciary Excellence (CEFEX), a division of Broadridge Fi360 Solutions, for the 15th straight year. This certification is only granted by CEFEX to firms that demonstrate adherence to fiduciary best practices. It is a hallmark …
Petersen Hastings Investment Management, Inc. Company Profile ...
WebPetersen Hastings Investment Management Inc is a firm that has its headquarters in Kennewick, Washington. The firm has a total of 15 advisors. It has $1 billion in assets under management across its 2,282 accounts, placing it among the larger financial advisory firms in the country by assets under management. WebPetersen Hastings Investment Management Inc is a financial advisory business operating in Kennewick, Washington. It has a total of 15 employees. It oversees $1 billion in assets among its 2,282 client accounts, making it one of the bigger investment advisory firms in the United States by assets under management. the speaking tree story
Petersen Hastings Investment - BirdEye
Web10. apr 2024 · Petersen Hastings is a fee-only, Registered Investment Advisory firm located in Kennewick and Walla Walla, WA. Originating in 1962, Petersen Hastings has continued to provide each client with a team experience through the Trusted Financial Path™ to enhance and preserve wealth. WebPlease contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation. Thank you Cornerstone Wealth Strategies for sponsoring our September 2024 meeting! Thank you HFG Trust for sponsoring our March 2024 meeting! Thank you Petersen Hastings for sponsoring our November 2024 meeting! WebPetersen Hastings Investment Management Inc is an advisory company that has its headquarters in Kennewick, Washington. The firm has a total of 15 financial advisors. It administers $1 billion in assets among its 2,282 customer accounts, placing it among the larger firms in the country by assets under management. mysmartmove.com coupon