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.

 
 

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.

 

 

 

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.

 

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 a licensed real estate agent in Virginia with Liz Moore & Associates. Liz Moore & Associates is a boutique real estate agency renowned for having the region's top agents, with extensive market knowledge and local expertise that is only achieved through relentless training coupled with Liz's extremely high standards for professionalism. When you're buying or selling a home, experience matters. (from www.lizmoore.com)

 

1657 W. Broad St. #5, Richmond, VA 23220*

NC CPA License #40350  | SC CPA License #9761

VA CPA License #34537  |  VA Firm #134355

Firm Licensed in Virginia

Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Adviser. Carroll Financial and Cetera are not affiliated. Carroll Financial and Cetera are under separate ownership from any other named entity.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com.

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Tax services are provided by Peters Tax Preparation & Consulting, PC and are not provided by Cetera Advisor Networks or Carroll Financial

© 2019 by Peters Financial Group. Proudly created with Wix.com