Peak Wealth Management, LLC - Plymouth (MI)

5 /5 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.

5 /5 Ray Gaudreau: My wife and I have been with Peak financial for several years now. We are extremely satisfied in how they have handled our finances. We have known Jim Pilat from before signed up with Peak Financial. We met him at our church. Jim is highly respected and has helped many people through their financial difficulties. We have total confidence in him and the rest of the staff. Everyone is knowledgeable, very friendly and always willing to help. If you’re looking for a great company to handle your finances, you will be very satisfied that you chose Peak Financial.

5 /5 dodi hodgins: We have trusted Nick with our investments since he first began his career. He is conscientious and cares about his clients. All of the associates are friendly, a pleasure to work with.

5 /5 Lynda Shea: Nick and his wonderful team have treated us and our family so well over the years. We are very pleased with their attentiveness, professionalism and dedication. Our whole family is slowly moving to Peak Wealth Management!

5 /5 kathy s: After years of searching, we finally found a financial advisor that actually takes the time to educate us, explain things, genuinely cares about his clients and is ALWAYS enthusiastically helpful. I cant say enough about the professionalism, integrity, friendliness and competence of every person at PWM. So grateful to have found them!!!!