Financial Freedom

Anonymous 

on Google

6 months ago

Reached out to Randy K about reviewing my situation and he was great in getting back to me but then after sending all info to him I had to reach back out every time. He said he needed to meet with Dan but never did get back to me. I reached out again and no answer. I was eager to see if doing business with this group was a possibility and with the lack of communication it surely is an indication of what it was going to be. Communication is huge even if it is not a good fit for business at this time. This definitely dampens w... read more

James B 

on Google

6 months ago

Reached out to Randy K about reviewing my situation and he was great in getting back to me but then after sending all info to him I had to reach back out every time. He said he needed to meet with Dan but never did get back to me. I reached out again and no answer. I was eager to see if doing business with this group was a possibility and with the lack of communication it surely is an indication of what it was going to be. Communication is huge even if it is not a good fit for business at this time. This definitely dampens w... read more

Mike B. 

on Google

9 months ago

Dan Ahmad at Peak Financial Group. Title: Exceptional Financial Expertise and Client-Centric Service I cannot speak highly enough about our experience with Dan Ahmad and the incredible staff at Peak Financial Group. From the moment my wife Debbie and I engaged with them, I knew I had found a financial advisor and advisory team that stood out from all others I had worked with in the past. The whole team's expertise, professionalism, and genuine commitment to client success was second to none and I know that Debbie and I are c... read more

Karen Chapman 

on Google

9 months ago

Dan Ahmad with Peak Financial is very passionate, knowledgeable, and has a genuine interest in achieving the best for his clients. He developed a documented financial plan to specifically suit our situation and future needs, which was accomplished in a very professional manner while at the same time putting us totally at ease. His dedication to clients, business excellence, and education sets him apart, and we highly recommend him to anyone wanting to achieve better financial outcomes.– Clark & Karen Chapman – 2024 

Janis Moffett 

on Google

9 months ago

I have been a customer of Peak Financial for several years and have received knowledgeable and professional service consistently. I feel confident with Dan Ahmad who has been overseeing my financial retirement plan over the years. His knowledge and ethics was an important part of my decision making to move my funds to Peak Financial. I feel confident this was the right decision for me.