Peak Wealth Advisors - San Luis Obispo (CA)

Don DuBose Mr. Davenport and his team have been a great asset for our business! He truly knows all the strategies that helped us keep more of our hard earned money without putting us at risk for audit. I truly thank them for helping me save on the ridiculous amount of taxes we have to pay.

Ian Gonzalez hi, im not related to this business but a I believe a Shirley Magana from this office is posted all over the internet with my personal no., (510754...), and I am getting a lot of calls for her ever since I got this no. from AT&T 3 years ago. Im not sure what needs to be done here but I hope anyone from you can sort this out for me. Thank you.

Drew Bader Some nice people here but some of the advisors are incompetent. Heard an advisor was fired for a racist tirade in public. Another advisor who was a cheerleader at UCLA was an apologist for this individual and is racist himself. Some of the advisors clearly demonstrate a lack of professionalism and are technically not qualified for their positions. I’ve heard too many stories of missed investment opportunities, deception and overall questionable behavior. Other than that, this branch is ok.

Robert Proctor This business cold calls companies office phones implying they are affiliated with your company and "specialize" in your companies retirement plans. Dont do business with people that cold call you at work. They are going down the phone list, have called everyone on my team.