Kole Petersen, Co-CEO & Financial Advisor at Full Swing Financial Planning
-
1725 1st Avenue South
Fort Dodge, IA 50501 - (515) 308-4545
- Website
Hours
Chamber Rating
-
Nick Mason
Apr 2nd, 2021 -
rebecca nelson
Jan 5th, 2021 -
Al & Kelly Larson
Kole has been such a great help to us as we set our financial plan and goals for our future. He's always very helpful and answers our questions immediately. We feel confident and trust Kole completely to help us accomplish our financial goals. He is very professional and we really enjoy working with him. We highly recommend Kole Petersen to help with your finances no matter what age you are!!!
Jul 28th, 2020 -
Liddy Hora
Kole has been professional and responsive to our questions and has put together a financial plan that "fits our long term goals". That takes a good listener and someone who care about their clients. You can trust Kole to work with you and provide the service that you want and need, no matter where you are at in life.
Jul 12th, 2020 -
Carter Moore
Kole does a great job with our finances and is professional and understands our needs and goals.
Jun 18th, 2020
About
Kole Petersen, Co-CEO & Financial Advisor at Full Swing Financial Planning
In the complex world of finance, ' easy to become fixated on immediate numbers and lose sight of the bigger picture: What are you working toward, and how can a financial plan help you get there?We believe thoughtful, detailed planning can help you create a life that you enjoy. Our approach is centered around the idea that your "why" is just as important as the "how". From our initial meeting, we want to know what truly matters to you. Once we've established your goals, we'll develop a personalized financial plan designed to meet your needs, wants, and lifestyle.By working together to improve your financial wellness, we aim to have a positive impact on you and your loved ones' lives.
Services
- Insurance
- Financial Planning
- Retirement Planning
- Estate Planning
- Business Succession Planning
- Investment Management
- Risk Management
Brands
- LP Financial
Payment Methods
- American Express
- Debit
- Check
- VISA
- Discover
- Cash
- Mastercard
Questions & Answers
Q What is the phone number for Kole Petersen, Co-CEO & Financial Advisor at Full Swing Financial Planning?
A The phone number for Kole Petersen, Co-CEO & Financial Advisor at Full Swing Financial Planning is: (515) 308-4545.
Q Where is Kole Petersen, Co-CEO & Financial Advisor at Full Swing Financial Planning located?
A Kole Petersen, Co-CEO & Financial Advisor at Full Swing Financial Planning is located at 1725 1st Avenue South, Fort Dodge, IA 50501
Q What is the internet address for Kole Petersen, Co-CEO & Financial Advisor at Full Swing Financial Planning?
A The website (URL) for Kole Petersen, Co-CEO & Financial Advisor at Full Swing Financial Planning is: https://www.fullswingfinancial.com/
Q What days are Kole Petersen, Co-CEO & Financial Advisor at Full Swing Financial Planning open?
A Kole Petersen, Co-CEO & Financial Advisor at Full Swing Financial Planning is open:
Tuesday: 8:00 AM - 4:00 PM
Wednesday: 8:00 AM - 4:00 PM
Thursday: 8:00 AM - 4:00 PM
Friday: 8:00 AM - 4:00 PM
Saturday: N/A
Sunday: N/A
Monday: 8:00 AM - 4:00 PM
Q How is Kole Petersen, Co-CEO & Financial Advisor at Full Swing Financial Planning rated?
A Kole Petersen, Co-CEO & Financial Advisor at Full Swing Financial Planning has a 5.0 Star Rating from 9 reviewers.
Hours
Related Categories
Ratings and Reviews
Kole Petersen, Co-CEO & Financial Advisor at Full Swing Financial Planning
Overall Rating
Overall Rating
( 9 Reviews )Nick Mason on Google
rebecca nelson on Google
Al & Kelly Larson on Google
Kole has been such a great help to us as we set our financial plan and goals for our future. He's always very helpful and answers our questions immediately. We feel confident and trust Kole completely to help us accomplish our financial goals. He is very professional and we really enjoy working with him. We highly recommend Kole Petersen to help with your finances no matter what age you are!!!
Liddy Hora on Google
Kole has been professional and responsive to our questions and has put together a financial plan that "fits our long term goals". That takes a good listener and someone who care about their clients. You can trust Kole to work with you and provide the service that you want and need, no matter where you are at in life.
Carter Moore on Google
Kole does a great job with our finances and is professional and understands our needs and goals.
Overall Rating
Overall Rating
( 9 Reviews )Write a Review
Financial Planner Near Me in Fort Dodge, IA
Central Financial Group
Fort Dodge, IA 50501
515-955-0607 ( 7 Reviews )
Northwestern Mutual
Fort Dodge, IA 50501
515-576-1194 ( 1 Reviews )
Trevino Associates Financial
Fort Dodge, IA 50501
515-576-8035 ( 0 Reviews )
Tyler Patten - Ameriprise Financial Services, Inc.
Fort Dodge, IA 50501
( 0 Reviews )
Kraayenbrink Financial & Associates
Fort Dodge, IA 50501
515-576-0444 ( 0 Reviews )
Hanson Asset Strategies
Fort Dodge, IA 50501
(515) 576-4278 ( 0 Reviews )
Ameriprise Financial Services, Inc.
Fort Dodge, IA 50501
515-576-1188 ( 0 Reviews )
Michael Vought - Financial Advisor, Ameriprise Financial Services, LLC
Fort Dodge, IA 50501
515-573-1188 ( 0 Reviews )