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Member of: Green Bay Referral Group

Peter J Zobro

Edward Jones
Finance & Accounting
Contact

about my business

As a Financial Advisor at Edward Jones, I am able to fulfill my longtime goal of making an impact in people’s lives. I enjoy getting to know people and taking the time to understand their short and long-term goals. I focus on learning what is most important to my clients by discussing family, finances and future.


I value the opportunity to build relationships with clients by learning about their goals and dreams. My ideal clients are those that want to carefully and thoughtfully work toward long-term goals that range from preparing for or living in retirement, to sending a child or children to college, to planning a lasting legacy. My one-on-one personalized approach creates a comfortable environment where clients feel we fully understand what is most important to them and know we will act in their best interests.


My clients can expect a high level of service as we create tailored strategies to help solve their needs, including:

- Individual investors who are serious about developing a personalized strategy, whether just beginning to save for retirement, planning for retirement, recently retired or developing a legacy.

- High Net Worth clients who are looking for tax-sensitive solutions.

- Small business owners who want to invest through their company or develop a strategy for their personal portfolio.


We are committed to your success and our team is here and dedicated to helping you achieve your financial goals. It all begins with a conversation, so give us a call or stop by to get started. Let us show you how we can make a difference in your future!


My Business Info

Edward Jones - Financial Advisor - Peter J Zobro - Logo
Edward Jones
560 Centennial Centre Blvd #160
Hobart, WI 54155
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ideal referral

- Individual investors who are serious about developing a personalized strategy, whether just beginning to save for retirement, planning for retirement, recently retired or developing a legacy.

- High Net Worth clients who are looking for tax-sensitive solutions.

- Small business owners who want to invest through their company or develop a strategy for their personal portfolio.


Specific Ideal Introductions:

-Individuals Nearing or Recently Retired

-Individual Investors interested in a complimentary financial review

-Business Owners (Review/Implement Retirement Plan)

-Individuals changing employers or careers

-Anyone experiencing life/family changes (Divorce, Death, Moving to New City, Having Children, Getting Married, Receiving an Inheritance)

-Individuals and Business Owners interested in learning about Life Insurance and Annuity options.