Casey Peterson, Ltd. Information

Casey Peterson, LTD is a certified public accounting firm satisfying the needs of businesses and individuals since 1977. Our success is directly tied to our commitment to providing quality service in a timely fashion. That's why we've grown to nearly 100 employees throughout seven locations. https://bit.ly/CPsocialmediapolicy Investment advisory services are offered through Avantax Planning Partners℠. Commission-based securities products are offered through Avantax Investment Services℠, Member FINRA (www.finra.org), SIPC (www.sipc.org). Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Casey Peterson. LTD. Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. Please visit https://www.avantax.com/social_policy/ for more information.