Daniel A Peterson

Wasson Investment Services, in partnership with Brookstone Capital Management, is a full-service retirement planning company that offers innovative financial strategies to families and businesses in Rohnert Park, CA and beyond. Their mission is to provide financial clarity and solutions, empowering clients to navigate the complexities of the financial world and protect their future. With a focus on income planning, retirement planning, and empowering women for financial success, Wasson Investment Services takes a personalized approach to design customized financial strategies that help clients achieve their retirement income goals and make informed decisions about their Social Security benefits. They also offer life insurance and asset risk management services, integrating clients' unique mix of assets into a coordinated plan.Generated from the website

Your financial advisor in Rohnert Park will work with you to create tailored wealth management strategies. Find a financial advisor near you.

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.