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We specialize in helping small businesses, entrepreneurs, and young families make informed choices today, budget for tomorrow, and save for the future. No goal is too modest. No bank account is too small to grow.

PRACTICE AREAS

OUR
SERVICES

We offer a wide range of financial services to help you reach your goals — all customized to your specific needs. Put simply: you tell us what you’d like to do and we help you take steps to get there.

15+ years of tax expertise.  

Complete your CPE hours, your way. Check out our full catalog of courses.

Multiple options to suit your insurance needs

Comprehensive money management plans for all.

Consulting, book keeping, and more. 

Go With A Trusted Authority!

We have been acknowledged as experts with CPAs, financial advisors, insurance consultants, and small business owners.

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Featured on multiple news channels

Sought out by high profile podcasts

Travels accross the nation to teach industry professionals

MAP OUT YOUR FUTURE

Comprehensive financial plans for everyone — Available Now!

What a CPA can do for you!

Whether you’re just embarking on your career path, easing into a well-earned retirement, or somewhere in between, quality financial consulting is key to helping you build, maintain, and maximize your wealth.

It can be difficult to take the first step towards a more fulfilling financial life. Maybe you’ve never spoken to a financial professional before. Maybe you’re nervous at the thought of opening your books to someone else. Maybe you’re convinced that accounting and investments are only for people with corner offices and seven-figure salaries.

We specialize in helping small businesses, entrepreneurs, and young families make informed choices today, budget for tomorrow, and save for the future. No goal is too modest. No bank account is too small to grow.

We offer a wide range of financial services to help you reach your goals—all customized to your specific needs. Put simply: you tell us what you’d like to do and we help you take steps to get there.

ATTORNEYS

OUR TEAM

FOUND, OWNER, & FINANCIAL ADVISOR

OPERATIONS MANAGER

CONTACT

DAVID PETERS FINANCIAL GROUP

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Tel:  (800) 799-4526

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