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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 |
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.
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.
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
I've relied on Kevin Campbell and his team for financial and investment advice and strategies for over ten years. He helped minimize the cost of my children's college educations and set me on the right road for retirement. Thanks to his advice and investment management I'm now financially ready to retire whenever I choose. He and his team really take an interest not just in your finances but get to really know and care about you as a family. I strongly endorse Kevin and Peaks Financial for your investment needs.
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
Frequently asked questions about Peaks Financial
How is Peaks Financial rated?
Peaks Financial has a 5 star rating with 31 reviews.
When is Peaks Financial open?
Peaks Financial is closed now. It will open at 8:00 a.m.