Gus Bates Financial Services - Fort Worth (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.

Beth Page I had the pleasure of visiting with Stacy Hayes today regarding many questions I had in regards to retirement options, after life decision, etc. etc. She was amazing! I was so impressed with your whole organization and she made me feel like I mattered. She cared enough to take time to listen to my needs and help me find a comfortable avenue to go down that would alleviate the stress of wondering if I made the right decision. Im so grateful to her and wanted to express my gratitude! Great employee, Great person, Great Advisor. Thank you can not express my gratitude. I hope you know how lucky you are to have her on your team. Beth Page New Client

Priscilla Garza My husband and I went through Rosa’s Financial. Let me say it was one of the BEST decisions we made! We recommend 10/10! Cassandra is the best at what she does! Thank you Rosa’s Financial!! We’re living out our dream!

Nastascia Horton Ashley Bryant is amazing! Great customer service and very pleasant attitude!

Irma Bishop Gold Great service Melissa was amazing. From start to finish she answered all my questions and made me comfortable about getting the loan .Highly recommend

John Gilliland Our agent was very knowledgeable and made the experience A+. She was very professional