Smith Lambright & Associates PC - Athens (TX)

Lee B Beware of scammer! She scammed our company of $6k and won’t reply to emails or phones calls.

Desiree Crutchfield Love all these folks. Explained everything to me so I could understand. I was moving a retirement fund! So happy to have them taking care of my plan!

April Soos Jennifer Leblanc was incredible the whole time! She talked me through the process and was so incredibly supportive the entire time. I am so grateful to her and FFB for helping us buy our beautiful new home! Thank you, thank you!

Jillian Waterbury This was part of an employer retirement plan. When I seperated from that company, it was extremely difficult to rollover my money to Fidelity. Voya treated me like a criminal when I asked for the verfication not to be sent to my old work address as I no longer had access to that email and they refused to verify me any other way ie with my SS#, address, DL # or any other data. It was extremely difficult to work with them.

Marilyn Crenshaw Excellent service

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.