Peterson Financial Group

Peterson Financial Group Peterson Financial Group is a Retirement Advisory Firm serving Central Iowa and Beyond for over 20 years! We'd love to help you next... Call today!

We are fiduciaries working to help families create successful retirement plans each day! Peterson Financial Group is a values-based financial services firm serving Central Iowa since 1998. We specialize in designing and implementing tax efficient retirement plans that focus on preservation of principal and income streams that cannot be outlived. Peterson Financial Group is a Registered Investment

Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Peterson Financial Services and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Peterson Financial Group unless a client service agreement is in place.

“Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

We got a lot of questions this week about the new Trump accounts starting July 4, 2026. The $1,000 seed money is real. T...
06/19/2026

We got a lot of questions this week about the new Trump accounts starting July 4, 2026. The $1,000 seed money is real. The setup rules are stricter than people expect, and this is a retirement account, not a college fund. If you want to know whether one makes sense for your family, give us a call 515-226-1500.

06/19/2026
06/17/2026

Planning for retirement looks different for everyone. For women, there can be many factors that can have an impact on this life transition. Eric Peterson, Founder of Peterson Financial Group, share…

05/20/2026

Weighing the pros and cons of rolling over a 401(k) into an IRA is a lot like knowing the rules of the neighborhood. Eric Peterson, Founder of Peterson Financial Group, shares what to keep in mind …

05/12/2026

Make the most of mom’s advice, especially when it comes to planning your finances. Eric Peterson, Founder of Peterson Financial Group, explains how some of the best financial advice can come …

Address

220 SW 9th, Suite 230
Des Moines, IA
50309

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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