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Peaks Financial
- Investment Service
- Poulsbo, WA
About this business
Peaks Financial provides Panoramic Financial Planning to people who are friendly, responsible, and value professional expertise in an authentic environment with a balanced voice helping them feel empowered and providing them with clarity for their future through a process called the SAIL FORMula. Peaks Financial is an Independent, Fee-Based, Wealth Management and Financial Advisory Company. Independent: Independence in the financial services sector means that we are not owned or controlled by a larger institution that may im... read more
Location details
19225 8th Ave NE Suite 201, Suite 201-18, Poulsbo, WA, 98370, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
We have been using Kevin's service for about 6 years, and we have nothing but positive experience. For every strategy planning and investment, Kevin always takes time to explain to and discuss with us. Turnaround time is short – Traci gets everything done promptly. Christ helped us with the college related financial questions and FAFSA for our kids. I especially love that whenever I have questions, they are always quickly answered. The best part for me is that I trust Kevin’s strategy so I am comfortable with our investment ... read more
I would highly recommend Kevin Campbell and his team of wealth management advisors at Peaks Financial to anyone who is seeking a comprehensive financial plan including retirement, tax, and estate planning. They provide a very collaborative and supportive environment in order for us to reach our family's immediate and long-term financial goals. Their business model is in sync with our overall economic needs. It has been a pleasure to work with Kevin and Traci in particular.
My wife and I have had a great experience working with Kevin and Peaks Financial on our retirement planning. We have a high comfort level with our plan, and Kevin and his team are always quick to respond to any questions we have. Highly recommended.
I've been with Kevin at Peeks for about 6 yrs. I enjoy having him as my financial advisor. He takes his time and explains every question I've had, dumbing it down enough that even I can understand it ... not an easy task. I highly recommend Kevin & Peeks.
Kevin has been so helpful in planning my finances and he is a wealth of information about navigating the complicated world of retirement finances. The computerized platform he uses reassures me that I am doing well with my retirement goals and this gives me peace of mind. Everyone here is great, I highly recommend them!
Frequently asked questions about Peaks Financial
How is Peaks Financial rated?
Peaks Financial has a 5 star rating with 23 reviews.
When is Peaks Financial open?
Peaks Financial is closed now. It will open on Monday at 8:00 a.m.