Edward Jones

David has been advising my family for the past 4 years and I cannot be happier with the experience. He does a great job suggesting strategies that fit my family’s financial goals and discussing the reasons he believes in those strategies. He is very personable and does not mind taking the time to help me understand financial markets more thoroughly. He frequently checks in to make sure that the strategies we have in place continue to meet my family’s needs and offers suggestions as my family’s circumstances change. Overall, he does a great job and I fully trust him to meet my family’s needs and goals.

My name is Charles Guerin and I’m a CPA that has been certified for over 15 years. I had the privilege of being introduce to Mr. Peterson through a colleague, and my testimony is as follows: David has demonstrated an aspiring level of connection with professional diligence to my clients for which they truly are drawn to his professional advise in handling their investment affairs as well as their future planning. My confidence in David goes to the highest levels that my clients will be offered an environment for which they can freely discuss about their concerns and goals and in return receive professional advise for which will help them achieve milestones through prudent and competent planning. As a team effort, Guerin CPA and David Peterson, have helped our shared clients with valuable services for which truly complements our joint talents. It is my intention to continuously introduce my clients who are in need of such professional advise related to their finances to David, so I’m ensured that they have the proper and accurate advise that they can rely upon with trust that can knowingly benefit their future.

David approach to business is simple — he always puts his client’s best interests first! David will go the extra mile to ensure his clients are in the best possible position to achieve their financial goals. When I have a client that is in need of a financial planner, I never hesitate to refer them to David. I know that he will take excellent care of them, as they always come back to me with raving reviews of his service.

David is an amazing professional whom is very holistic in his financial advisory approach. He cares more about his clients well being than he does his actual business which is why his business is so successful. He is a highly personalized and insightful in everything he counsels clients on. I have been referring my trusted clients to David for almost two years and my clients have provided nothing but raving reviews for feedback.

Started working with David over a year ago and have been very pleased with how personable he is and how much he cares about me as a person. He knows a lot about his area of expertise and im glad to be working with him. He is in constant contact with me and on top of the game. I would refer him to all of my friends and family. I feel comfortable with David in charge of my financial investments.

David Peterson is an amazing financial advisor! He listens and helps you create a financial plan that will benefit your future. David has gone above and beyond helping me with my 401K and Roth IRA. He walks you through different stock options, high risk and low risk investments and what he thinks is best for you financially. I am very pleased with his services and know that he has me best interest at heart. David is very knowledgeable, listens and will help you feel comfortable in your investments. I highly recommend David! What are you waiting for? Time to invest in your future!

David is very good at what he does and has amazing follow up skills. He calls me regularly to touch base on my investments and is highly resourceful when it comes to his work. I have referred friends and family to him without hesitation. David is very personable and very professional and knowledgeable.

After watching my family struggle for most of my childhood, I knew I didn’t want to struggle and not have anything to show for it once I was done working. I had a basic understanding of stocks and retirement, but it wasn’t enough to really tell me what I needed to do (which is something the public school system really needs to address). So I started searching around and I heard of Edward Jones, so I decided to find an office close by. That is how I found out about David Peterson and his office in Carmel County Road. I decided to set up a meeting with him to go over my needs and my future plans. Once I got there, he gave me a warm smile, firm handshake and seemed generally interested in my goals and career. After an hour long meeting, he answered all my questions, gave me straight answers, and explained things in ways I could understand. He helped me with my retirement goals and life insurance goals (I might be young, but if things were to ever happen, I’d like to help out my family). I feel a lot better about my current situation and hope to continue to build on a working relationship with Mr. Peterson to hopefully retire early and continue to build toward my future.

David did a wonderful job in helping me setup a life insurance policy that was appropriate for my needs and my broader financial plan. He was incredibly patient in answering all of my questions, and more importantly — always worked hard to find the right answer, not the answer that sounded best. If he needed to look deeper into something, he utilized the full resources of his company and did an excellent job. I’m very happy with the outcome and would recommend David as an honest, intelligent, and diligent person to work with.

We met with David Peterson at Edward Jones yesterday afternoon.
Found him to be a smart and thoughtful person with regard to my mother’s
investments…
I would send all my family members and friends to see him
He has an outgoing charming and very soft and kind presence
We found that we could ask him anything on any subject and he was knowledgeable
and well educated in the financial field.
Thank you David. we will be back
Brenda L
and Esther G

David is a highly personalized and insightful financial advisor. He did a great job of doing a comprehensive financial plan for me that was tailored to my specific goals and needs. I have been working with him for almost two years and I have been very pleased with the retirement and college savings plans he set up for me. He is highly skilled at creating a diverse and balanced mix of investments making up my portfolio

David is one of the greatest men I know. He is above all other Investment professionals because he truly cares about his clients. He is trustworthy and has strong character which makes him successful. You want to work with him an will be so happy once you do!

David truly is an ideal financial advisor. With high moral standards and a passion for success, he has assumed responsibility for my financial security and retirement by carefully selecting a diverse portfolio to maximize growth and security for a bright financial future. Plus, he is caring, genuine, and a loveable person who will go the extra mile to make you feel comfortable and confident in his business. I highly recommend David!

David went above and beyond to make sure that my 401k transfer went smoothly. He explained the process to me and advised me on the right course of action. His guidance about where to invest my money has been spot on.

I had excellent service when working with David Peterson. I originally set up a 401(k) when I was working construction and I had no idea where my investments were. After meeting with David I was educated in what and why I was investing. It was only a short amount of time that I rolled over my 401(k) to an IRA with David.
He brought clarity to the process and I’m absolutely confident he can help others with whatever their personal goals are. Thanks David!