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Personal Guidance, Practical Planning

At Peterson Financial Group, everything we do is tailored to suit your needs and goals. We assess where you are in relation to where you want to be, and we provide a practical, personalized plan to help you bridge the gap. We specialize in comprehensive planning, where we examine the big picture and address each area of your financial life, outlining integrated strategies to ensure every element of your wealth is aligned with the life you want to live.

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Financial Planning
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  • Net Worth Analysis

  • Debt Management/Cash Flow Planning

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  • Retirement Planning

  • Investment Planning

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  • Estate Planning

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  • Financial Protection Solutions – Life, Disability, and Long-Term Care Insurance

  • Retirement Planning

  • Investment Planning & Management

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(708) 386-7007
info@tjpeterson.com

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Let's Meet


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

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

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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 select jurisdictions. Insurance products and services may be offered only in jurisdictions where the agent is properly licensed. State license numbers shown where specifically required. Additional jurisdictions available upon request.
Thomas Peterson (AR Insurance License #246747) (CA Insurance License #0C84121).

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. Securities products and services are offered only in jurisdictions where the registered representative is properly registered.

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. Advisory services are offered only in jurisdictions where the financial adviser and Eagle Strategies LLC are properly registered.

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.

This website is intended for informational purposes only. Insurance, securities, and advisory products and services are available only in jurisdictions where the applicable representative and entity are properly licensed and registered. No offers may be made or accepted outside those jurisdictions.

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