What are the opening hours?

Monday 8:30am - 4:30pm Tuesday 8:30am - 4:30pm Wednesday 8:30am - 4:30pm Thursday 8:30am - 4:30pm Friday 8:30am - 4:30pm

Peterson Wealth Management, LLC

Home
United States
Bay City, MI
Peterson Wealth Management, LLC

Call Directions Website Contact the business

We offer financial services for clients and prospects. No offers may be made or accepted from any resident of any other state

• Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC Member FINRA/SIPC finra.org sipc.org"
• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

11/03/2026

As Americans head to the polls this week, things like high interest rates and inflation are top of mind. In today's article, we're looking at consumer debt delinquencies and the new heights they are approaching.

American consumers are falling behind on their debts, particularly on credit cards and student loans.

10/27/2026

All tricks, no treats! Cybercriminals are using a new tactic called ghost tapping to trick smartphone users into approving fraudulent transactions without realizing it. Learn how these scams work, what to watch for and how to protect yourself.

While ghost tapping sounds like something out of a scary movie, it's a scam that can have real consequences.

10/20/2026

Health Savings Accounts are one of the most powerful financial tools now and in retirement. If you have access to one through your work or healthcare plan, let's discuss taking advantage of the benefits they can provide.

Health savings accounts help manage short- and long-term health care costs while offering significant tax advantages.

10/13/2026

When was the last time you rebalanced your 401k? Chances are, if you're in a target date fund, you may not have to! But, if you selected individual funds, it is possible that your portfolio has skewed to be much more aggressive over time.

Contributing to a 401(k) can be a big step toward a more comfortable retirement, but it's important to understand exactly what you are getting for your money.

10/06/2026

One of the most frequent questions we receive is about the timing of Social Security Retirement Benefits. We have some great tools and resources to share with clients. Here's an article highlighting when most Americans start benefits.

When to start receiving Social Security benefits is a personal decision.

08/25/2026

A recent study estimates that about 10 million children have been victims of identity theft. Today's newsletter article gives practical solutions for protecting your children from identity theft and breaches to their personal information.

Children can be prime targets for identity theft but parents can take action to protect their child's personal data.

08/18/2026

The cost of higher education has inflated at a rate of 30% over the past 20 years. Today's article discusses the factors affecting the current state of the higher education industry and some key details around student loans and alternative funding.

Here are some key updates in the college world for 2026.

08/11/2026

Fifty-six percent of adults do not have a will or living trust. Today's article serves us a quiz, testing your knowledge of modern day estate planning techniques.

Estate planning helps you control the distribution of your assets after your death according to your goals and objectives.

08/04/2026

In today's article, we discuss what the Personal Consumption Expenditure is and how the Federal Reserve uses it as a measure of inflation.

While the media typically cites the consumer price index, the Federal Reserve prefers a different measure of inflation.

07/28/2026

Although a highly controversial topic, the tariffs have begun to make an impact in decreasing the trade deficit. We're breaking down the data in today's newsletter article.

Address

503 N Euclid Avenue Suite 9A
Bay City, MI
48706

Opening Hours

Monday	8:30am - 4:30pm
Tuesday	8:30am - 4:30pm
Wednesday	8:30am - 4:30pm
Thursday	8:30am - 4:30pm
Friday	8:30am - 4:30pm

Telephone

+19896845000

Website

http://www.petersonwealthmgmt.com/

Alerts

Be the first to know and let us send you an email when Peterson Wealth Management, LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.