William Avery - UBS Financial Services Inc. - Detroit (MI)

Rez Trrs Excellent agency. Help me through the Medicare maze and made it so easy.

Tom Tubergen Dave Stanley is an exceptional independent financial advisor. His expertise and dedication have truly transformed my financial outlook. Daves personalized approach and deep understanding of financial markets have provided me with invaluable insights and a clear, actionable plan for my financial future. He is incredibly responsive, always willing to answer questions and provide guidance. His integrity and professionalism are unmatched, making me feel confident and secure in my financial decisions. I highly recommend Dave Stanley to anyone seeking top-notch financial advice and outstanding service. Thanks Dave!

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.

Elizabeth Wetters Will go above and beyond to help a client.

Justin Williams My broker is Shadi E. Maasri and he is Hard Working, Professional and Dedicated in the Extreme! He always looks out for me and has made the financial world much more comprehensible. His integrity and commitment to excellence are Absolutely Unparalleled! I trust him implicitly! He deserves SIX Stars!