A few years ago I went thru a major financial reset. Peak Financial was referred to me by a couple friends who also work with them. I have been with them now for less than 2 years with a moderate investment. They have given me all the attention I could ask for regardless of the balance in my account. I have never been rushed in and out and they are always proactive with regard to reviews. I feel treated like family.

I did not feel welcome at all by this company. My impression is until you reveal your ample financial resources, friendliness and general cordialities are completely void. I’m middle class and am not wealthy, but I have a good nest egg to invest and it was like they didn’t want to work with me. Peak Financial has an overall culture of superiority which is damaging. I am not sure how they can do business like this considering the present economic situation. I would seek alternatives for my financial gifts since the employees at Peak lack basic humility for others and willingness to help regardless of income. I am thankful I had this experience before opening my accounts.