Purpose Wealth Partners - Frisco (TX)

5 /5 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.

5 /5 Andrew Thompson: Working with Ken is a great experience. He listens, and makes great recommendations that consistently cause my portfolio to perform well. Even though I am certainly not one of his biggest accounts, his attention and great customer service are just a few of the reasons why I recommend your trust your retirement portfolio with Ken!

5 /5 Tress Remington: I recently sought out Kens expertise for my investment needs, after being referred to him. He graciously visited my home and took the time to explain their investment process, while attentively listening to my financial goals. Kens extensive knowledge in maximizing returns and minimizing taxes for retirement impressed me greatly. Since then, Ken has made some outstanding investment decisions on my behalf, selecting promising companies that have delivered exceptional results. Additionally, his friendly and approachable nature has made our interactions effortless, ensuring that I fully comprehend his strategies and feel confident in his commitment to acting in my best interest. Without hesitation, I wholeheartedly recommend reaching out to Ken for investment advice. Dont miss the opportunity to benefit from his expertise and personalized approach.

5 /5 Paul Hanti: I have been a client of Ken Beber since October of 2023, and I am extremely satisfied with the level of service and expertise provided. He helped consolidate many of my investment accounts and has consistently demonstrated a deep understanding of financial markets and a commitment to helping clients achieve their financial goals. I look forward to partnering with Ken now and many years into the future.

5 /5 Mitchell Mooney: I moved all of my investments over to Peak Financial, Inc in the fall of 2022. Ken Beber has become both a friend and a trusted advisor, entering retirement and navigating a challenging market over the past year was a bit ominous, he listened well and answered all of my questions regarding investing at this stage of life. Kens experience and direction have given me greater peace of mind and confidence that we are on the right path. I would highly recommend Kens services!