Working with Watson Investments since 1996 has been one of the best financial decisions I have made since deciding to work with an advisor. At that point in time, I worked in the Financial Services industry and was familiar with many advisors. The first impression I received upon meeting Peter gave me the peace of mind and confidence that he...

Jennifer Watson and I [Tim] are in the same executive coaching group for business owners and leaders. Monthly I listen to Jennifer talk about how the company is run, her values, the in-depth care the Watson team provides clients, and the comprehensive services to help clients ensure the best portfolio they can have. We decided to move our investment accounts...

Thank you for taking the time to meet with Jane Anne and I yesterday. We really appreciate learning from your expertise and guiding us through our retirement journey. Our time working with Peter Watson Investments over the past years has been a very positive and rewarding experience for us both. We have learned so much. The Peter Watson Investment team is first class....

We have been with Peter Watson Investments since 1997 and have always been treated with great respect. In 2014 we had an appointment with Peter and met his lovely daughter Jennifer Watson who has become our advisor. We felt her warm, caring personality toward us immediately. We are impressed with her knowledge on how she can clearly articulate our financial goals....

We went to Peter Watson and his team looking to gain a better understanding of our investment portfolio, and to get recommendations to help us stay as financially secure as possible. We really like the “big picture” perspective they offer – where we are now, and projections based on various factors that will help us plan our future. They’re always...

My husband and I first joined Peter Watson and his Team in 2010. We decided to move our investments to be managed by Peter Watson Investments after attending a Seminar at which Peter spoke and we were very impressed with his talk. The integrity and knowledge of Peter and Jennifer are invaluable. We have been very impressed...

My wife and I have been clients of Peter Watson Investments since 1993. We have always been impressed with the systematic process used to determine our needs when investing. The staff, from Peter, Jennifer and others, have strived to make our investing clear and easy to understand. After all, they are the experts!

For years I worked with planners who only used complicated terms and were poor at communicating. I never really knew what fees I was paying or where I was at with my investments regardless of how many questions I asked. Peter and his team have made investing simple. For the first time, I feel safe and like I...

My wife and I first put our financial life in the hands of Peter and his team in 2006, and I am now on the edge of retirement with a solid financial base. This is due in no small part to the planning, goal setting – and execution that Peter’s team has provided, a group that are as much old...