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Old Peak Finance
- Financial Services
- Chapel Hill, NC
About this business
Location details
100 Europa Dr Suite 410, #410, Chapel Hill, NC, 27517, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I have been with Old Peak Finance for many years and recommend them to everyone I know. They are extremely professional and experienced, and also very reliable, friendly and patient. I am a very satisfied client and count on being with them as long as they will have me :-)
We have been Old Peak clients for about 6 years now, and have had nothing but positive experiences. In addition to our investments, they have assisted with other issues such as tax questions, SSA changes, and unexpected life situations. They are always very responsive, open and professional in their information and advice. Everyone we've worked on our Old Peak team has been friendly, caring and engaging. We look forward to working with them into the future as we continue to navigate life's many opportunities and challenges.
I can’t speak highly enough of Old Peak Finance. As a long-time client, I’ve consistently received timely, thoughtful guidance at every stage of my financial journey, helping me feel secure today and confident about the future. Rick Waechter and his team serve as true fiduciaries, caring for my portfolio as if it were their own. Thank you to the entire Old Peak Finance team.
Since beginning a relationship in 2018, Old Peak's been consistent in their perspective and confident in their guidance on making our investments work consistently and comfortably for us. We're quite happy and recommend reaching out!
Words can't do justice to the stellar experience I continue to have with Old Peak Finance. Rick and his team are kind, compassionate, and genuine in all our interactions; to friends I describe them as "salt of the earth". They have instilled confidence in me, by their calm manner, patience, sound reasoning, and professional expertise, that I can (and do!) trust their philosophy and recommendations. I'm fortunate and very grateful to be counted amongst their clients.
Frequently asked questions about Old Peak Finance
How is Old Peak Finance rated?
Old Peak Finance has a 5 star rating with 16 reviews.
When is Old Peak Finance open?
Old Peak Finance is closed now. It will open at 9:00 a.m.
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