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Business Profile

Financial Planning Consultants

Peak Financial LLC
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB

Reviews

Customer Review Ratings

5

Average of 6 Customer Reviews

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Review Details

  • Ronald R

    Date: 07/17/2024

    It was a pleasurable experience working with Greg. My wife and I first met him after attending a retirement presentation. Greg was very patient with my wife and I and spent a good deal of time analyzing our financial situation and explaining details of the recommended products and presented multiple options for consideration. Once a decision was made Greg went to work to get them put in place and made sure we were completely satisfied with the results. Greg is a highly professional, knowledgeable and proficient fiduciary and wants the best for all his clients.

  • Tania G

    Date: 07/17/2024

    I am so grateful to have found Greg *********************!!!**** is a very knowledgeable and caring individual. He listened to my goals for retirement and spent countless hours educating me about the choices I had available. Thanks to his amazing counsel I feel comfortable and secure with my finances and am enjoying my retirement fully. I recommend Greg wholeheartedly.

  • Jeremy B

    Date: 02/03/2023

    Greg is very personable, has an attention to detail and was very client focused when providing retirement planning services. He didn't make any cookie cutter recommendations to my retirement concerns, which made me feel as though he truly cared and wanted what was BEST for my needs. I started working with Peak Financial after attending their Taxes in Retirement workshop. Since that time Greg has assisted me with evaluating my Social Security options which was a huge help as we were able to maximize the amount and determine the optimal time to begin collecting. He was also of great value in guiding me through the fine print options of Medicare. That said, I couldn't be happier with the services that Peak Financial provided me and would suggest anyone looking for an attentive, client focused retirement expert to have at minimum a client discovery call with Greg. Many Thanks.

    Peak Financial LLC

    Date: 02/06/2023

    Thank You for your business!

  • Yuen H

    Date: 02/02/2023

    Mr. ******** keeps a finger on the financial world and its impact on personal wealth management. With local, national, and global events spinning in uncertain ways, I am excited to work with him to figure out a financial map for my future.

    Peak Financial LLC

    Date: 02/03/2023

    Thank You!

  • Deborah T

    Date: 02/02/2023

    I am so thankful that I found Greg. He was extremely professional and knowledgeable and took the time to thoroughly explain and educate me until I completely understood my annuities. He broke things down until I got it, and was very patient. I feel he got me the best product, and I am very satisfied. I highly recommend him to anyone who is looking to safeguard their money!

    Peak Financial LLC

    Date: 02/03/2023

    Thank You for your business!

  • James R

    Date: 02/01/2023

    Excellent! Very personable and professional! I feel very vulnerable regarding my money and investments. Greg explains things very thoroughly and in a way I can understand! I'm very thankful to have been referred to him. Genuinely cares about his clients financial well being. He is diligent in his research to find the best products for you and your family!!!! 5* rating without hesitation.

    Peak Financial LLC

    Date: 02/01/2023

    Thank You for your business!

Peak Financial LLC is BBB Accredited.

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