Edward Jones Terry Peterman
My mission is to provide excellent financial planning and investment advice to individuals and families. Wealth management decisions such as planning your retirement, creating an estate plan, or planning your children's educational expenses are huge decisions. I am happy to help guide you through this process so that you can make an informed decision about investing your money. My office is currently in Rowlett but I serve the DFW metro area and can meet face to face or virtually via zoom to help you plan your financial future.
- Chamber of Commerce Member since 2023
- 401k Planning and Rollovers
- Retirement Planning
- Educational Savings
- Life Insurance and Long Term Care Insurance