Charles Schwab - Spokane (WA)

Ken Helms We started working with David as our insurance agent, and over time have expanded that relationship to cover management of our retirement account. David has always provided excellent service, solid advice, and multiple, well considered investment options to us. But more importantly, he always follows through and does exactly what he says he will, and that consistency and willingness to watch out for our interests is something we really value.

Gareth Pederson We got awesome help and would highly recommend for help with your insurance needs.

Kyra Leanderson Wonderful gentleman, sat down and looked over everything with me. Seemed very knowledgeable. He realized I didnt need to refile and didnt charge me for his time. Greatly appreciated his help!

Aleksey Sapozhnikov Shy and Art have done an outstanding job managing my family’s financial planning. They’ve gone above and beyond to assist us, navigating the complexities of transferring and consolidating our retirement accounts from previous employers with ease. Throughout the process, they kept me and my wife well-informed, communicating clearly at every step. It’s reassuring to work with an advisor who genuinely prioritizes our best interests. Art has a remarkable ability to explain insurance in a way that’s both understandable and insightful—something I never expected. They’re a top-notch team, and I’d confidently recommend them to anyone seeking financial guidance.

Cindy Ninemire I’ve been working with Peaks Financial for a couple of years, and I can’t say enough good things about them. From day one, their team has been incredibly knowledgeable and professional, guiding me through the complexities of wealth management with ease. They took the time to understand my financial goals and tailored a strategy that made a real impact on my portfolio. Thanks to their expertise, I’ve seen a solid return on my investments, and I feel much more confident about my financial future. I highly recommend Peaks Financial to anyone looking for a trusted and experienced wealth advisor!

J H I started with inherited funds in a ML branch in Idaho; that branch sucked. Then I transferred all accounts to a ML branch in Federal Way; that branch was awesome. Then the Federal Way branch was merged with the Tacoma branch. (It is my understanding that almost all of the ML employees from the Federal Way branch quit shortly after the merger.) I haven’t asked much of the Tacoma branch - keep my funds where they are and make disbursements when I request. They have failed on the disbursements. The previous disbursement took far longer than it should have - they had cash on hand for several business days before they initiated a transferred to my bank - only after several of my voicemails inquiring about the status of the disbursement, and they never called back to give me any status reports. And, that disbursement was in the wrong amount: I asked for X gross and Y net after taxes; I got Y gross and Z net after taxes. The current disbursement appears to be headed in the same direction. I called and asked for a disbursement (Day 1); the following business day they sold some investments to have enough cash (Day 2); two business days to settle (Day3-4). Cash is on hand. It is now business Day 10 and still no indication of a pending transfer to my bank. I’m counting business days - not weekends or holidays. This time I’m not calling to inquire - I want to see how long they forget to do their job. And, if they aren’t doing the simple task of disbursements, what else aren’t they doing?

Tammy Puckett The lady that works and runs the place has a good heart she cares for the less fortunate and understands the times are rough