Cecile McCarty21 days agoFrom
Kevin has been so helpful in planning my finances and he is a wealth of information about navigating the complicated world of retirement finances. The computerized platform he uses reassures me that I am doing well with my retirement goals and this gives me peace of mind. Everyone here is great, I highly recommend them!
Laurie Cameron21 days agoFrom
Kevin, Chris, Traci, & Angela are fabulous to work with! Their approach to managing has grown my portfolio more than any other financial service I've worked with - let's keep it up!
Margaret Salmassy21 days agoFrom
I would highly recommend Kevin Campbell and his team of wealth management advisors at Peaks Financial to anyone who is seeking a comprehensive financial plan including retirement, tax, and estate planning. They provide a very collaborative and supportive environment in order for us to reach our family's immediate and long-term financial goals. Their business model is in sync with our overall economic needs. It has been a pleasure to work with Kevin and Traci in particular.