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Peak Wealth Management, LLC
- Financial Services
- Plymouth, MI
About this business
Location details
41011 Ann Arbor Rd, Plymouth, MI, 48170, 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 |
Making the decision to move from one wealth management firm to another is not something you do very often, so choosing the right team was extremely important to us. As new clients of Peak Wealth Management, we have been incredibly impressed with the experience so far. Nick, Jeff, Preston, and Gwen guided us through the entire transition seamlessly. They took the time to explain everything clearly and, most importantly, in a way that we could easily understand. We never felt rushed or overwhelmed, and every step of the proces... read more
The folks at Peak Wealth make me feel a part of the family, which is way better than being a client! I would recommend Peak, without hesitation - great place to do monetary business.
The Peak Team is superior at what they do. They are knowledgeable, available and supportive. We have been with the them since 2017 and continue to enjoy the excellence they provide in wealth management. We highly recommend them!
Cannot say enough positive things about Peak Wealth. We have been working with them for several years now and we continue to profit from their extensive expertise in both financial planning and wealth management. Being able to see our future laid out before us in an easy to interpret manner is key. Their knowledge is never ending and we always feel incredibly well supported and understood after every meeting. Jim, Preston, and Nick—you are the best!
Frequently asked questions about Peak Wealth Management, LLC
How is Peak Wealth Management, LLC rated?
Peak Wealth Management, LLC has a 5 star rating with 173 reviews.
When is Peak Wealth Management, LLC open?
Peak Wealth Management, LLC is closed now. It will open tomorrow at 8:00 a.m.
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