Alexander Peets [ChFEBC℠, Financial Planner]
2706 Enterprise Parkway
Richmond, VA 23294
Original Certification Date: 5/6/2016
Organization: StepWise Financial, Inc
Broker Dealer: Cetera Advisor Networks
States Currently Licensed: VA, NC, FL, IL, TX
Primary Insurance: As an independent financial agent, I am able to shop the market for low cost insurance with A+ rated companies.
Primary Investment: Being an independent advisor with fiduciary responsibilities for investing, our firm uses low cost platforms with full access to the markets to maximize investing strategies. Some of the companies we use are TD Ameritrade, E*TRADE, Betterment, Prudential & Jefferson National
Services: Our client consultations are complimentary. Our firm understands the government space as we’re former Veterans & DOD Contractors. We provide financial analysis that covers Cash Flow, Net Worth, Debt Management, Wealth Accumulation, Risk Management, Retirement Planning, College Planning & among other things. We base our recommendations on your priorities, values, needs & goals while activiely seeking solutions that are in the best interests of my clients.
Additional Information: Securities offered through Certa Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Investments advisory services offered through HBW Advisory Services LLC. Stepwise Financial INC., HBW Insurance & Financial Services, INC. dba HBW Partners and HBW Advisory Services LLC are separate entities which do not offer legal or tax advice.