Peak Financial Freedom Group

I have been a customer of Peak Financial for several years and have received knowledgeable and professional service consistently. I feel confident with Dan Ahmad who has been overseeing my financial retirement plan over the years. His knowledge and ethics was an important part of my decision making to move my funds to Peak Financial. I feel confident this was the right decision for me.
Mar 5th, 2024

Dan Ahmad at Peak Financial Group. Title: Exceptional Financial Expertise and Client-Centric Service I cannot speak highly enough about our experience with Dan Ahmad and the incredible staff at Peak Financial Group. From the moment my wife Debbie and I engaged with them, I knew I had found a financial advisor and advisory team that stood out from all others I had worked with in the past. The whole team's expertise, professionalism, and genuine commitment to client success was second to none and I know that Debbie and I are confidently ready to enter into retirement in the next couple of years. Dan Ahmad has built an amazing team and business that possesses an impressive depth of knowledge and a keen understanding of individual financial needs for those looking to maximize their retirement years. His personalized approach to crafting financial strategies ensured that my investment goals were not only met but exceeded. Dan's ability to navigate the complexities of the financial landscape and his strategic insights has brought confidence and security into our lives and proven invaluable in securing our financial future. The entire team at Peak Financial Group deserves commendation for their outstanding support and engagement. The staff is not only efficient and organized but also consistently goes the extra mile to ensure a seamless and enjoyable client experience. Whether it's addressing administrative matters, scheduling appointments, or promptly responding to queries, the staff's dedication to client satisfaction is evident in every interaction. What sets Peak Financial Group apart is the synergy between Dan and his staff. The collaborative and client-centric approach creates a harmonious environment that fosters trust and confidence. It's evident that this team is genuinely passionate about helping clients achieve their financial goals, and this commitment is reflected in the exceptional service they provide to us last year and in the years to come. I wholeheartedly recommend Dan Ahmad and the dedicated staff at Peak Financial Group to anyone seeking not just financial advice, but a true partnership in building a secure and prosperous financial future. Their expertise, professionalism, and genuine care for clients make them a standout choice in the financial advisory landscape. I look forward to continuing my journey with this exceptional team.
Mar 3rd, 2024

Dan Ahmad with Peak Financial is very passionate, knowledgeable, and has a genuine interest in achieving the best for his clients. He developed a documented financial plan to specifically suit our situation and future needs, which was accomplished in a very professional manner while at the same time putting us totally at ease. His dedication to clients, business excellence, and education sets him apart, and we highly recommend him to anyone wanting to achieve better financial outcomes. Clark & Karen Chapman 2024
Feb 24th, 2024

If rating included 6 stars I would give it to Dan and the Peak Financial team. It is very refreshing to work with someone who actually does what they say they will do and delivers against their promises. I highly recommend checking them out if you are starting to think about retirement or already retired and looking for a review of your finances.
Feb 9th, 2024

Dan is the man when it comes to financial planning. He knows his stuff and is a math wizard. His explanations are easy to understand and he answers all questions clearly. A pleasure to do business with.
Jan 16th, 2024