About Us
Planning Futures
A Proven Approach
A Proven Approach
Since 1999, we have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to help.
A Proven Approach
A Proven Approach
A Proven Approach
We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.
Why Us?
A Proven Approach
Why Us?
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
Our Partners
Our PARTNERS
Connect Realty
Founded in 2008, Connect Realty is a full-service residential brokerage firm that operates in over 60 markets across the country. Since inception, Connect has built a successful, centralized, and highly-scalable real estate business. We have reinvented residential brokerage by simplifying the process and providing the best value proposition in the industry. Additionally, Connect believes that leading the industry in technology advancements is paramount to providing the best experience for customers and Realtors® alike. Through proven results, our concept has attracted hundreds of real estate professionals to become Connect Agents.
The tools provided to Connect Realtors® allow our agents to demonstrate the utmost professionalism and efficiency to the ultimate customer: their buyers and sellers. Connect is passionate about mentoring, coaching and training our agents. We understand that learning is a never-ending process and that better agent education leads to more successful transactions and highly satisfied clients. Most importantly, we realize that if our agents and brokers succeed, then Connect Realty succeeds.
As a result of our incredible success, Connect Realty has been profiled by a number of reputable industry media outlets. We are proud to be featured as one of the leading innovators in real estate by the esteemed Inman News organization. In addition, Connect ranked among the “Top 250 Brokerages in the Country” as determined by REAL Trends. We have also been profiled in REO Magazine, Trend Report, the Houston Business Journal, San Antonio Business Journal, RIS Media’s Power Broker Report, Houston Agent Magazine and many others.
Reviews
Frequently Asked Questions
Please contact us if you cannot find an answer to your question.
Financial plans allow you to prepare for things like your child's education, your retirement, or big/unexpected life changes.
It should start with your goals and objectives, and from there we will build an investment portfolio, retirement and tax planning, as well as insurance needs.
You should meet with us to review your plans every five years, or before any major life transition.
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Contact Us
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them:
Connect Realty.com (Broker)
Peterson Pro Services (Financial Services, Real Estate Services & Online Marketing Services)
Peterson Pro Services
3560 Delaware Street, Suite 308, Beaumont, Texas 77706, United States
Hours
Monday - Friday: 8am - 4pm meet at office by appointment
appointments via Zoom available
Saturday - Sunday: By Appointment Only
Copyright © 2023 Peterson Pro Services LLC - All Rights Reserved.
Brokered by Connect Realty.com and WFG
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