The Peters' Group, LLC is a financial advisory firm licensed and registered in Florida. Incorporated on February 22, 2017, the company specializes in assisting individuals with various financial needs including retirement planning, college savings, estate strategy, and achieving overall financial freedom. The firm offers its services through Park Avenue Securities LLC (PAS), ensuring clients receive personalized guidance from a team with specialized knowledge and multi-generational experience.
Based in Tarpon Springs, Florida, The Peters' Group is committed to understanding the unique challenges faced by clients, particularly physicians, enabling them to develop customized financial plans. The company emphasizes disciplined and rigorous approaches to help families 'live the dream.' Securities products and advisory services are provided with no fiduciary obligations assumed for individuals or specific situations.
The organization's authorized representative, Jenee Peters, leads a team dedicated to client-centered strategies with comprehensive planning techniques designed to traverse financial lifetimes. With its latest annual report filed on April 18, 2024, The Peters' Group strives to remain compliant and up-to-date according to Florida state regulations. More information can be found at their official website: thepetersgroup.com.
KEY FACTS ABOUT THE PETERS' GROUP, LLC
-
US Businesses
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Companies in Florida
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Pinellas County Companies
- Company name
- THE PETERS' GROUP, LLC
- Status
- Active
- Filed Number
- L17000041956
- FEI Number
- 82-1680420
- Date of Incorporation
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February 22, 2017
Age - 9 years
- Home State
- FL
- Company Type
- Florida Limited Liability
CONTACTS
- Website
- http://thepetersgroup.com
- Phones
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(781) 292-3123
(781) 449-4402
THE PETERS' GROUP, LLC NEAR ME
- Principal Address
- 2698 St. Andrews Blvd,
TARPON SPRINGS,
FL,
34688,
US
See Also