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Josh Beck Email
Director Administration, Chief Compliance Officer (CCO) . Petersen Hastings
Kennewick, WA
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Employees:
30Revenue:
$5MAbout
As a fee-only and independently owned fiduciary firm, Petersen Hastings serves committed investors with complex financial needs, just like you! Our multigenerational team of experienced and credentialed professionals deliver innovative solutions through the Trusted Financial Pathâ„¢ to enhance and preserve wealth. Petersen Hastings originated in 1962 as a property and casualty company, upholding promise to put the clients' needs first. Over the next 30 years we evolved our services to include retirement plan administration, investment management and personal financial planning. We provide each and every client with a team experience through the Trusted Financial Pathâ„¢ and we continue to pave the way for growth in our employees, clients, and geographical span to be nationally recognized. We are now one of the largest independent Registered Investment Advisors in the Pacific Northwest. For more information about Petersen Hastings, please visit us at www.PetersenHastings.com.Petersen Hastings Address
8203 W Quinault Ave., Suite 101Kennewick, WA
United States