Financial in Midtown

Friendly team with a personal touch

I've been using Financial Planning Unlimited for my taxes for over the last 20 years. Awesome staff and owner. I like the "family" feel you get when you see them. Never disappointe... I've been using Financial Planning Unlimited for my taxes for over the last 20 years. Awesome staff and owner. I like the "family" feel you get when you see them. Never disappointed me. Read More

I’ve been working with Jeff Peterson and his team for the last 10 years. I used to think I had a good handle on the financial industry and what I should be doing with my retirement... I’ve been working with Jeff Peterson and his team for the last 10 years. I used to think I had a good handle on the financial industry and what I should be doing with my retirement accounts however after working with Jeff; I now have a greater understanding of my investments and accounts. He is very knowledgeable and offers his honest opinion and feedback. I ask a lot of questions and he is always willing to answer them. My life has changed over the years with marriage, children, home buying/selling, etc. He helped me create a plan to stay on track while I achieve my financial goals. He is always keeping me accountable and helping me to be financially independent quicker than I would have on my own. With his knowledge in all things financial, it is only natural that he is also guiding me with my tax planning. I really appreciate the way he and his team provide tax projections throughout the year so that when they prepare and file my return, I am on track with no surprises. It's great t Read More