Casey Peterson

Casey Peterson

Financial Advisor

  • CFP®
FINRA BrokerCheck
  • CA License: #0M41321

1201 Edwards Mill Rd, Ste 200
Raleigh, NC 27607
919-834-7772 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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