Casey Peterson

Casey Peterson

Financial Advisor

FINRA BrokerCheck
4020 Westchase Blvd, 2nd Floor # 275
Raleigh, NC 27607
919-834-7772 919-271-5380 Visit my website

About my practice

Through intentional conversation and collaborative counseling, I can create a financial plan tailored to each client's specific needs; helping them realize their goals, and help make decisions that will result in overall financial security and peace of mind for themselves and their loved ones.

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