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Independent, Diversified, Knowledgeable The first action you can take to ensure confidence in your financial portfolio is minimizing your risk of loss. By the time your retirement rolls around, the volatility of the market is not something that should concern you. To achieve this, investment planners are frequently hired to oversee and maximize financial growth. Changing your strategy in favor of establishing wealth preservation as well as confidence in your future income is the best way to give yourself a stress-free reti... read more
2800 Dallas Pkwy, Suite 360, Plano, TX, 75093, United States
Get directionsWeekday | Schedule | Status |
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Mon | 8:00 a.m. to 5:00 p.m. | |
Tue | 8:00 a.m. to 5:00 p.m. | |
Wed | 8:00 a.m. to 5:00 p.m. | |
Thu | 8:00 a.m. to 5:00 p.m. | |
Fri | 8:00 a.m. to 5:00 p.m. | |
Sat | Closed | |
Sun | Closed |
This review is for John C. I had experienced a financial issue and called John to inform him and asked him provide me with updates to my accounts. John immediately checked my accounts and all of them are completely safe. John made my day--I have a great sense of relief now. Thank you so much John. I truly appreciate you!!
Adam Stewart provided thorough and professional services relating to our trust and most important financial advice regarding our annuity.
John was very therow and informative, more so than anyone else. He understood our needs based on our age. Thank You John.
Cliff Bassett provided excellent and professional advice regarding our retirement portfolio.
Responding to a dinner offer lead to a very productive and beneficial analysis of our retirement situation. Stephen understood exactly what we needed, and provided an alternative set up to what we already had that will give us a significantly higher pay off.
Peak American Financial Group has a 4.9 star rating with 17 reviews.
Peak American Financial Group is closed now. It will open on Monday at 8:00 a.m.