Peaks Financial

Aaron D. Murphy 

on Google

2 months ago

Kevin and his amazing team are the "go to" for financial services and long term planning. As the GenX poster child for the "Sandwich Generation" with 4 kids to launch to college, and 4 aging parents, coupled with 7 K-1s from businesses and properties. We need experts on our team, who just do the right thing every time, in the background. That's Peaks Financial. I've never met anyone like Peaks who can really consult at that level with the big picture and long game in mind. Their ability to quickly run multiple scenarios... read more

Steve Warnke 

on Google

a year ago

We have been with Kevin and his team (Traci, Christine and Angela) at Peaks Financial for the past year and could not be happier with the results. At a strategic/partnership level, Kevin is able to not only tell you the “what” and “how,” but more importantly, the "why” behind your customized financial plan – always making sure you are understanding the concepts based on your goals and risk tolerance without using confusing jargon or a “trust me” attitude. His philosophy is to play “offense” and “defense” as necessary witho... read more

Cindy Ninemire 

on Google

a year ago

I’ve been working with Peaks Financial for a couple of years, and I can’t say enough good things about them. From day one, their team has been incredibly knowledgeable and professional, guiding me through the complexities of wealth management with ease. They took the time to understand my financial goals and tailored a strategy that made a real impact on my portfolio. Thanks to their expertise, I’ve seen a solid return on my investments, and I feel much more confident about my financial future. I highly recommend Peaks Finan... read more

Eric Salmassy 

on Google

a year ago

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. 

Robin Toepper 

on Google

a year ago

Joining Peaks and working with Kevin and Traci was the best decision we made. Our meetings are full of useful information and their recommendations have been excellent. I no longer worry about my retirement which is wonderful. Thank you Kevin and Traci.