Casey Peterson, Ltd. wins Top Wealth Advisory Firm award.
06/5/2018 Tags: Announcements, In the News
Rapid City, SD, May 23, 2018 – Local CPA firm, Casey Peterson, Ltd. has been awarded the 2017 Top Wealth Advisory Firm from HK Financial Services (HKFS).
Casey Peterson, Ltd. earned this award by helping clients with wealth management planning. Casey Peterson, Ltd. works closely with HKFS to provide independent and objective financial services to their clients.
Congratulations, Casey Peterson, Ltd.
CONTACT:
Kevin Eggebraaten, CPA
Casey Peterson, Ltd.
909 St. Joseph Street, Suite 101
Rapid City, SD 57701
T: 605.348.1930
Disclaimer: Statements concerning taxation are provided for information purposes only and are not intended to constitute tax advice, which may be relied upon to avoid penalties under any federal, state, local or other tax statutes or regulations. Upon request, we can provide you with express written tax advice after necessary factual development and subject to such conditions and qualifications as we may deem appropriate in the circumstances. Investment advisory services are offered through HK Financial Services, Inc. (HKFS). Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of HKFS. HKFS and Avantax are independent of and unrelated to Casey Peterson, LTD.
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At Casey Peterson, LTD, we understand not everyone loves the complexities of accounting like we do. That's what sets us apart from the rest. Our CPAs, accountants, and financial advisors truly love numbers, solving problems, and creating business and financial strategies for our clients.
We’re looking for clients who believe in good customer service — clients who want CPAs, accountants, and financial advisors who are big-picture thinkers and ethical problem solvers. We’re looking for relationships, not transactions.
If you want the same, we should talk.