Our Services

     At David Peters Financial Group and through our partner companies, we strive to offer a variety of services that run the full spectrum of your financial needs. We know that the vast array of financial services available can be intimidating and difficult to parse. We go out of our way to make sure that our staff is well-versed in all aspects of finance to better assist you in finding the products that work best for your specific needs and goals. See below to learn more about what we are able to do for you and your finances and don't forget to visit our Demystifying Finance pages for more complimentary information to help you better understand the financial world.

 
 
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At David Peters Financial Group, we believe that an insurance policy is more than a stack of papers—it’s a crucial piece of your larger financial future. It should be brokered by someone who knows your unique financial situation, understands your goals, and remembers your name. We bring years of insurance industry experience to

our slate of wider financial services and would love to help you prepare for the future, from individual insurance assessments to brokering policies. Currently, we offer small business, life, and group health insurance.

Owning and operating a business comes with many obstacles. We offer a variety of services that simplify your business life. Whether you need help with the day-to-day operations of running your company or want to ensure you’re reaching the biggest customer base with your marketing and online presence, we’re here to help with marketing consultations, Human Resources services, notary services, and more!

 

 

Whether you are approaching retirement or just starting out, if you want to be more prepared for the unknown in the decades ahead, we would love to help you pursue your financial goals!

We specialize in retirement planning, but also offer investment management, estate planning, college planning, 401(K) advice, and more—all tailored to fit your specific needs, budget, and goals.

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With over 14 years of experience helping individuals and small businesses navigate the intricacies of the U.S. Tax Code, Peters Tax Preparation & Consulting brings a breadth of knowledge and experience to your most difficult tax problems.

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We specialize in helping small businesses reach their full potential—whether that means advising and assisting with entity formation, bookkeeping services, tax projections, tax preparation, or all of the above!

 

     David is an acclaimed instructor and public speaker. Through Peters Professional Education LLC, we offer many continuing education courses for financial & insurance professionals. We are accredited by NASBA, the CFP Board, and the IRS for EA CE courses. We also have CPCU prep courses available.

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