Michael Peterson, ChFC, RICP, CLU
Partner
Retirement Planning Specialist
Mobile: (330) 204-5161
Fax: (330) 664-1880
E-mail: Michael.Peterson2@Equitable.com
Mike is a founding partner of Wealth Guard Financial and has been with AXA Advisors, which became Equitable Advisors in January of 2020, since 1986. Mike is a Chartered Financial Consultant, a Chartered Life Underwriter and most recently, a Retirement Income Certified Professional and holds his series 6, 7, 24, 26, 63 and 65 licenses as well as the life, health and variable insurance license.
Mike is a graduate of The University of Wisconsin at Oshkosh and he holds a certificate in retirement planning from The University of Pennsylvania, The Wharton School.
Mike resides in Stow with his wife Jeanne. He enjoys his family, grandchildren and traveling.
Securities
and investment advisory services
offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Wealth Guard Financial is not owned or operated by Equitable Advisors, LLC or its affiliates.