Unclaimed
Gregory Peterson is a financial advisor at Statheros Financial Solutions, Inc. Gregory has been in the industry since 2007 and holds a Personal Financial Specialist designation. Gregory is registered with the state of Idaho and specializes in Financial Planning, Portfolio Management for Individuals, and Pension Consulting. Gregory also works as a part-time CPA independent contractor at LALLMAN CPA & ADVISORS in Ketchum, ID.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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ID
12/06/2019 - Present
Statheros Financial Solutions, Inc. (Hailey ID)
Active
Inactive
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