Bluecrest Financial Alliances - Dallas (TX)

Jacob Ba Ive worked with Peak Financial for over 6 years now. This isn’t just a top-notch financial advisor, it’s a relationship built on decades of trust and integrity. After serving my in-laws for over 30 years, I’ve now had the opportunity to experience firsthand the same honesty, professionalism, and personal care they always spoke so highly of. It’s clear that this isn’t just a business, it’s a reflection of values rooted in family, trust, and a true commitment to helping others succeed. I’m grateful to work with someone who takes such pride in doing what’s right and genuinely cares about the people they serve.

James The experience was a breeze and much easier than I anticipated. They really came thru in the clutch for me and I definitely recommend having ONE MAIN FINANCIAL in your corner of life throws you a curve ball. Everyones situation may be different but they definitely came thru for me.

Garrett Master David is an exceptional financial advisor, offering personalized, accessible guidance with professionalism and expertise. For nearly ten years he has helped us plan our family’s financial future and steward the resources entrusted us. Highly recommend all on Blue Trust’s services.

Michele Baker My monthly budget was being consumed by several credit cards, so I reached out to them regarding debt consolidation services. They clarified for me how financial consolidation would streamline my affairs and perhaps result in interest savings. The therapist spent time going over all of my bills and coming up with a workable strategy.