Amidon & Petersen Financials

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

PO Box 63, Niverville, New York, 12130, ...

Phone Number

(518) 852-3815

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Amidon & Petersen Financials

Amidon & Petersen Financials LLC is a Registered Investment Advisory firm with over 30 years of experience in portfolio management and financial planning. They offer a range of services including retirement, estate, investment, insurance, tax, and lifestyle planning. The firm aims to assist clients in achieving their financial goals through personalized coaching and resourceful tools. Their target clients include individuals seeking comprehensive financial advice and management.Explore more
Popular SearchesAmidon & Petersen Financials LLCPetersen Wealth Management LLCWww PetersenwealthmanagementPeterson Financial Network IncPetersen Financials LLCSIC Code 62,628NAICS Code 52,523Show more

Amidon & Petersen Financials Org Chart

PhoneEmail
DP
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Office Manager, Operations & Contact Manager,...

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Compare insights from companies similar to Amidon & Petersen Financials, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

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Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Amidon & Petersen Financi...

<$5M
1-10
Private
-
2005
DP
Diane PetersenOffice Manager, Operations & Contact Manager, Regulatory
$5.5M
11-50
Private
-
2010
Michael Cope, President & Financial Planning Senior Partner at Pinnacle Planning Advisors
Michael CopePresident & Financial Planning Senior Partner
<$5M
11-50
Private
<$5M
2021
CM
Chris McLootaSenior Vice President, Partner
<$5M
11-50
Private
-
2003
SC
Steven CoxExecutive Vice President & Investment Advisor
<$5M
1-10
Private
-
2006
WR
William RenyeDirector, Portfolio Management
<$5M
11-50
Private
-
-
TK
Tj KowalskiSales Assistant
<$5M
1-10
Private
-
1994
RC
Randy CowellFounder & CEO & Lead Wealth Strategist
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Amidon & Petersen Financials is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Amidon & Petersen Financials is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Amidon & Petersen Financials.

Amidon & Petersen Financials Tech Stack

A closer look at the technologies used by Amidon & Petersen Financials

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Frequently Asked Questions Regarding Amidon & Petersen Financials

What is Amidon & Petersen Financials's official website?
Amidon & Petersen Financials's official website is www.petersenwealthmanagement.com
What is Amidon & Petersen Financials's Revenue?
Amidon & Petersen Financials's revenue is <$5 Million
What is Amidon & Petersen Financials's SIC code?
Amidon & Petersen Financials's SIC: 62,628
What is Amidon & Petersen Financials's NAICS code?
Amidon & Petersen Financials's NAICS: 52,523
How many employees does Amidon & Petersen Financials have?
Amidon & Petersen Financials has 1-10 employees
What industry does Amidon & Petersen Financials belong to?
Amidon & Petersen Financials is in the industry of: Finance, Securities Trading
What is Amidon & Petersen Financials competition?
Amidon & Petersen Financials top competitors include: Providence Financial Advisors, GTE Investment Group, Key Advisors Group, ACT Financial Services
What technology does Amidon & Petersen Financials use?
Some of the popular technologies that Amidon & Petersen Financials uses are: Cloudflare Website Optimization, Enom DNS Hosting, Smarsh, Datadog
How do I contact Amidon & Petersen Financials?
Amidon & Petersen Financials contact info: Phone number: (518) 852-3815 Website: www.petersenwealthmanagement.com
What does Amidon & Petersen Financials do?

Amidon & Petersen Financials LLC is a Registered Investment Advisory firm with over 30 years of experience in portfolio management and financial planning. They offer a range of services including retirement, estate, investment, insurance, tax, and lifestyle planning. The firm aims to assist clients in achieving their financial goals through persona... lized coaching and resourceful tools. Their target clients include individuals seeking comprehensive financial advice and management.Read More

Is Amidon & Petersen Financials a public company?
Amidon & Petersen Financials is private company therefore does not currently have an official ticker symbol
See more information about Amidon & Petersen Financials

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