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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 |
The team at Old Peak Finance have been advising my wife and me for about 10 years. We value them for their expertise on finance and investment, their always-diligent and timely work, and their commitment to clients' well-being. They have been invaluable in guiding us into retirement and through estate planning. They are of and from this community and know the area well.
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!
Frequently asked questions about Old Peak Finance
How is Old Peak Finance rated?
Old Peak Finance has a 5 star rating with 17 reviews.
When is Old Peak Finance open?
Old Peak Finance is closed now. It will open tomorrow at 9:00 a.m.
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