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Know your finances, own your future.

Boldly Pursue Your Best Life

Clear financial guidance to help you make confident, strategic decisions

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Rooted in Protection, Growing in Prosperity

At Peterson Financial Group, we help individuals and families move from financial responsibility to true financial confidence. We take a holistic approach, combining financial planning, personalized investments, and insurance to provide security today and confidence for tomorrow. Whether guiding clients as fiduciaries or through traditional planning relationships, we provide clarity, confidence, and care. Our mission is to help you protect what matters most, grow your wealth wisely, and enjoy the freedom to live fully and spend with purpose.

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The PFG Difference

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Dedicated

We become a lifelong financial partner, actively helping you stay on track and holding you accountable to your goals.

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Educated

Our highly credentialed team is constantly researching and learning, ensuring we have the best, most current information and advice at your disposal.

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Empowering

We spend intentional time educating you about your situation and options, so you have the clarity and confidence to choose what’s best for you.

Meet Our Team
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Let's Connect

(708) 386-7007
info@tjpeterson.com

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Let's Meet

105 N. Oak Park Ave.
Ste. 2C
Oak Park, IL 60301

Disclosure

Thomas Peterson is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AR (AR Insurance License #246747), CA (CA Insurance License #0C84121), FL, GA, IL, IN, MA, MI, MO, NC, NE, OH, OR, TX, VA, WA, and WI. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Thomas Peterson is licensed and authorized to offer insurance in California and Arkansas, but Peterson Financial Group, LLC may not be. For additional information on licensure status, please click here for California and/or click here for Arkansas.

Thomas Peterson is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 105 N Oak Park Ave Ste 2c, Oak Park, IL, 60301, 708-386-7007. In this regard, this communication is strictly intended for individuals residing in the states of CA, GA, IL, IN, KS, MA, MI, MN, MO, NE, OH, TX, WA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Thomas Peterson is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, GA, IL, IN, KS, MA, MI, MN, MO, NE, OH, WA, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Peterson Financial Group, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Peterson Financial Group, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

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