Peters Financial, LLC

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Peters Financial, LLC Providing Wealth Management, Retirement Planning, and Insurance services for over 40 years. Member FINRA/SIPC. finra.org sipc.org.

We have been helping our clients with Wealth Management, Retirement Planning, and Insurance services for over 40 years. Our first priority is helping you secure a bright financial future for yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been our cornerstone and the foundation of our success. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. 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. No offers may be made or accepted from any resident of any other state.

Your estate strategy is about more than what you leave behind- it's about making sure your wishes are clear and the peop...
09/15/2026

Your estate strategy is about more than what you leave behind- it's about making sure your wishes are clear and the people you care about are prepared.

From creating a will and discussing your plans with family to accounting for digital assets and reviewing documents after major life changes, a little preparation today can make a meaningful difference down the road.

Swipe through for 5 important estate planning reminders.

Remembering those we lost, honoring those who served, and reflecting on the strength that united our nation. 🇺🇸We will n...
09/11/2026

Remembering those we lost, honoring those who served, and reflecting on the strength that united our nation. 🇺🇸

We will never forget.

Saving for retirement doesn't have to happen all at once. Small, consistent decisions today can make a meaningful differ...
09/10/2026

Saving for retirement doesn't have to happen all at once. Small, consistent decisions today can make a meaningful difference down the road.

From setting savings goals to automating contributions, building strong financial habits can help you feel more prepared for the future.

Which of these tips could you put into practice?

Happy Labor Day!
09/07/2026

Happy Labor Day!

A new job can mean a fresh start- but don't leave your retirement savings behind.Whether you're starting a new role or p...
09/03/2026

A new job can mean a fresh start- but don't leave your retirement savings behind.

Whether you're starting a new role or planning your next move, knowing your 401(k) options can help keep your long-term goals on track. From updated contribution limits to catch-up opportunities, a little planning today can make a meaningful difference down the road.

Changing jobs? Make sure your retirement plan moves forward with you.

September is College Savings Month!
09/01/2026

September is College Savings Month!

Estate planning is about more than deciding who gets what. It's about making your wishes clear, protecting the people yo...
08/27/2026

Estate planning is about more than deciding who gets what. It's about making your wishes clear, protecting the people you care about, and making important decisions before they're left to someone else.

Swipe through for a few estate planning facts you may not know.

A little planning today can create a lot more clarity for tomorrow.

New year, new contribution limits.The IRS has updated several key retirement savings limits for 2026, creating new oppor...
08/24/2026

New year, new contribution limits.

The IRS has updated several key retirement savings limits for 2026, creating new opportunities to maximize your savings and stay on track towards your long-term goals.

Knowing the numbers is the first step. Having a strategy for them is what makes the difference.

Social Security can play an important role in your retirement income- but there's more to it than simply deciding when t...
08/20/2026

Social Security can play an important role in your retirement income- but there's more to it than simply deciding when to claim.

From how your benefits are calculated to working while collecting, spousal eligibility, and potential taxes, understanding the details can help you make more informed decisions for your retirement.

Swipe through for a few Social Security facts worth knowing.

Confidence in retirement starts long before your last day of work.From understanding your future expenses to managing de...
08/18/2026

Confidence in retirement starts long before your last day of work.

From understanding your future expenses to managing debt, building savings, and planning your retirement income, the steps you take today can help you feel more prepared for what's ahead.

Swipe through for five ways to build more confidence in your retirement plan.

Address

153 West I-65 Service Road North
Mobile, AL
36608

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+12513424874

Website

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