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Financial Freedom
- Financial Services
- Roseville, CA
About this business
We are financial planners that work exclusively with soon-to-be-retirees and retired people. We build comprehensive Retirement income, tax and beneficiary plans for our clients.
Location details
2520 Douglas Blvd #110, Ste 110, Roseville, CA, 95661, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Everyone I met at Peak Finacial was pleasant and very professional. Every aspect of my comprehensive retirement income plan was presented in easy to understand terms with graphs and computer screens. After every meeting my Wife and I fully understood what was being presented and why. Every question was answered fully along with all pros and cons considered before we made any decisions. There was never any pressure to make a commitment and I felt, if I had the inclination, I could have walked away at any time with a free reti... read more
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
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
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
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
Frequently asked questions about Financial Freedom
How is Financial Freedom rated?
Financial Freedom has a 4.2 star rating with 18 reviews.
When is Financial Freedom open?
Financial Freedom is closed now. It will open at 9:00 a.m.
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