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Peak American Financial Group
2800 Dallas Pkwy Suite 360, Plano
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2800 Dallas Pkwy Suite 360, Plano
Directions Call Website Suggest an Edit
Peak American gave me sage advice regarding my investment strategy and has helped me put my money to work! Their advisors give you their full, personalized attention, and they made me feel like my goals were extremely important to them. They're a smaller, boutique firm that can offer amazing service because they're specialized and they don't pander to the general public. I like being a part of "America's over-achievers." I'd recommend Peak American to my friends and family! <3
This review is for John C. I had experienced a financial issue and called John to inform him and asked him provide me with updates to my accounts. John immediately checked my accounts and all of them are completely safe. John made my day--I have a great sense of relief now. Thank you so much John. I truly appreciate you!!
Very friendly & clear to all for what I suspect is a very simple transaction for a company of this size, and people with complex estates. Thank you& sorry the Christmas cookies weren’t ready yet.