Peak Wealth Management, LLC Ann Arbor Rd, Plymouth

Peak Wealth Management, LLC Reviews

• D

  Debbie Miller
  5

  What a great group! Always available and trustworthy. Wouldn’t consider any other financial planning service to handle our money and investments. Thank you, Nick, and team.

  Response from the owner

  Thank you so much Debbie!

• S

  Sandra Naugo
  5

  Everyone at Peak are the best to work with. Nick has always been attuned to our needs and we are totally satisfied with the service they provide. They rate ***** in every category.

  Response from the owner

  Thanks you Sandy! We appreciate your kind words!

• N

  Nettie Lukofsky
  5

  Nick and Jim were absolutely wonderful! In my particular circumstance, they were able to review my finances with me and provide me with goals directing me to a more sound financial future. They didn't charge me a penny for their time or advice, and I do plan on revisiting them after the goals they gave me to complete are accomplished.

• F

  Frank Naugo
  5

  Nick and the rest of the Peak team are great! Super responsive, patient, and knowledgeable. We feel in very good hands.

  Response from the owner

  Thanks for the kind review Frank!

• P

  Paul Kamprath
  5

  They have been great financial advisors. They have been really responsive and the planning has been fantastic.

• R

  Rich Allen
  5

  The Peak team is fantastic. They listen, tailor ideas to what you want and need, are responsive and good at what they do. And with integrity watch out for your interests. I strongly suggest you talk to them about investing.

  Response from the owner

  Rich, we appreciate you!

• J

  Jeffrey Packer
  5

  Nick is so authentic and genuine. His relationships with his clients are the utmost importance. I have valued the time he has spent with myself and especially his approach to helping his clients. I encourage everyone to sit down with Nick at least once. That will be all it takes to know he should be highly considered when hiring a financial planner.

  Response from the owner

  Thanks Pack!

• H

  Hillary S.
  5

  Nick & his team have provided us with the confidence that our investments are in knowledgeable hands at all times. Peak Wealth makes it a point to listen to concerns and work together with us to strategize ways to reach our financial & quality of life goals. Nick is not just a numbers guy- you can tell he truly wants to see his clients live the lives of their dreams. I lose no sleep over our retirement years because I know we partnered with a great advisor.

• A

  Aaron Li
  5

  What sets Nick apart from other financial advisors is that he truly cares about your financial success. Nick takes his time to listen to what’s important to you to formulate an actionable plan. He provides a professional, knowledgeable and effective strategy to help you reach your financial goals. I highly recommend Nick and his team at Peak Wealth Management, as they have help point me to the right direction.

• M

  MICHELLE DONBERGER
  5

  The thing I like best about Jim is he really took the time to listen to our family’s needs before coming up with our financial plan. He is so easy to talk to and gave amazing advice we wouldn’t have even thought of on our own. I absolutely recommend Jim and his great support team because they care about what they do and put their clients first.