DeAnna Pirrie Robert is such an amazing financial advisor! My husband and I are young and had no idea what kinds of investments we were missing out on until we talked to Robert. Robert helped us set up a portfolio that is prepping us for our future. We will use Robert for the rest of our lives and highly recommend him for anyone who is looking for a financial advisor!!!
Abby Hahn I’m having a hard time paying off my current balance right now, but I spoke to someone on the phone (I think it was Blake) and they told me not to stress about it too much as long as I get caught up before the semester is over. I really wish they would make that more clear on their website. Some of the criteria they list sound like fear tactics to scare people of the possibility of getting kicked out. I’ve usually been pretty on top of paying my balance on time since signing up for a payment plan and hope I can scrape together the funds for the one I missed soon.
Gerald P Scam company that should not be on lending tree. I was approved on their website but when I called I wasnt approved anymore. Do not recommend. Garbage company.
Tim Hoffman Have met with Peak Wealth Mgmt. three times now as part of their fixed price financial planning process. Thus far my experience has been great. The Peak Team is attentive to my needs, well-prepared for our meetings, courteous and have made solid recommendations. They have provided clarity and strong advice on our financial plan and I look forward to our future meetings with them.