“I met with Peak Performance today . My financial advisor isVery professional and knows his stuff, he explainedEverything to me in details. I recommend them very much!“
“Nikhil and Jenny did an amazing job communicating the benefits of investing in my future and planning the next steps of my life. As a new young working professional, they guided me in how to approach finances from both a short term view and over the long term. They made it super easy to get started with the whole process and were super quick and patient to answer any questions. Their attention to detail, especially when breaking down the policy, was great and gave me the peace of mind to assess my next course of action. Everything felt genuine and they always had my best interest in mind.“
Financial Planners
Financial Planners
Financial Planners
Financial Planners
“Reached out to Heritage just looking for someone to take a look at my overall financial situation. Ended up speaking with one of the Managing Directors, Chad Smith, about their services and how that could possibly fit what I was looking for. Chad could not have been nicer and took the time to answer my questions and give me guidance on a few tweaks to make. While my situation isn't currently a fit to be a client of Heritage, I would most definitely go back to them if my situation changed and would recommend you give them a call if you are looking for some financial planning help!“