Peak Financial Management

Great experience for young professionals who are too busy to manage their investments and retirement strategy.
Jan 17th, 2022

Have been with Peak for more than a decade. They are quick to answer calls/emails. They have done a great job managing our money. Took on looking at the rest of our investment funds and even suggested changes to our insurance for the best ROI. Highly recommended.
Jun 29th, 2019

The relatively new management is very deceptive and unorganized. They made no effort to turn a profit on any of our investments. The firm has gone down hill very fast.
Mar 22nd, 2019

the only financial advisor you will every need; Because of this group, I will be financially secure for decades
Jan 11th, 2019

Unfortunately the current managers are incompetent. They directed required minimum withdrawals from the wrong retirement accounts. This was a very expensive mistake for us.
Jan 10th, 2019