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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 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
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
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.
Kevin and team are a such a pleasure to work with. His approach to our financial success has been a clear roadmap that allowed us to plan our future and feel confident about achieving it. Communication is outstanding with regular meetings to discuss any needed changes or opportunities that have arisen. I would not hesitate to recommend Peaks Financial to anyone who wants to see their money grow and feel assured that their future is safe.
I left a big-name money management company for Peaks Financial about 4 years ago. It has made such a difference in my finances and my involvement. Kevin and Traci know me and treat me like a valuable person. The big company had no clue nor care as to who I was and treated me as a number and dollar sign only. Kevin takes so much care and patience in explaining everything to me as I am a little clueless on the terminology. He even perfectly finishes my sentences and questions when I am at a loss for the proper terms! And ... read more
Frequently asked questions about Peaks Financial
How is Peaks Financial rated?
Peaks Financial has a 5 star rating with 32 reviews.
When is Peaks Financial open?
Peaks Financial is closed now. It will open tomorrow at 8:00 a.m.