Edward Jones - Financial Advisor: David Navia, CEPA®|AAMS®|CRPS™ - Richmond (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.

Lindsey Campbell We have had such a great experience with Strategic Insights - James has been so kind and patient, answering all of our questions thoughtfully so we know exactly where our money is going. He takes the time to understand our current and future goals so every action we take puts us closer to achieving them. Everyone we’ve interacted with has been kind and helpful. Highly recommend!

Brandon Bush Great numbers guys. know what is best for buying a house.

Moon Traci “Divine Path Psychic” I just drove by and took a picture of the museum of the old Jail. Basically just stopped at the stop sign.

Sammi S. Felt like Ive been drowning in credit card debt!!!!!!! Due to my credit utilization, my credit has really taken a hit. No one wanted to help me!!!! Thank you so much, I can finally see the light at the end of tunnel and Im ready to tackle this loan!! Thank you Juan.

Talia Galaviz I have had a pleasure of being a member for almost ten years. I now live out of town and continue to bank with them. I have had accounts elsewhere, and they can’t compare to the service I have received here. PTFCU has been helpful in many areas. They are there in emergencies and daily needs. Always willing to go above and beyond for each and every member. I would recommend them to anyone who wants to know they are taken care of, understood and can walk in and be known by name.

Rich I have been a client of Dawson Financial Services for > 15 years. They have always been responsive to my needs, honored my investment preferences and provided comprehensive periodic reviews. The staff is very knowledgeable and works to provide the best investment and estate planning information and services to meet my requirements.