@apfinancials.com
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Amidon & Petersen Financials LLC is a reputable brand offering comprehensive financial services to both individuals and businesses. With a strong background in portfolio management and coaching, Douglas S. Petersen, the founder, has over 30 years of experience in the industry.
As a former manager of a $40 million day trading portfolio for Connecticut Bank & Trust and Bank of New England Corporation, Petersen brings a wealth of knowledge and expertise to his clients. Furthermore, his experience as an underwriter for syndicates bidding on municipal bonds, with a liability limit of $100 million, demonstrates his understanding of the investment landscape. In addition to portfolio management, Petersen has also excelled in various roles such as head trader, compliance officer, sales manager, and administrative manager.
This diverse experience has allowed him to guide clients through the transition from traditional transaction-oriented brokerages to fee-based financial planning services. With a focus on individual and business financial services, Amidon & Petersen Financials LLC assists clients with budgeting, portfolio management, tax and estate planning, and cash management. Petersen's expertise as an investment banker and financial analyst has proven invaluable in packaging new issues of bonds and developing innovative solutions like Municipal Asset Backed Certificates of Participation.
To learn more about their services or to schedule an appointment, you can contact Amidon & Petersen Financials LLC via phone at (518) 852-3815 or by email at doug@apfinancials. com. They are dedicated to providing accurate and reliable information tailored to each client's specific needs
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