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John Gacesa is our financial advisor. John goes above and beyond to help us review our accounts and to make sure that we understand all the decisions that we make. The world of finance is not a world we are real familiar with but John makes navigating through the information easier. I whole-heartedly recommend him to help you too. If we could give him 10 stars, we would!
John Congdon has been our financial planner for over three years. He is knowledgeable, meticulous, accomodating, and friendly. He has been very helpful and we believe, by the advice he has given us, to be acting in our best interest. We like him very much and hope to work with John for many years to come. We highly recommend him to others.
James Stanley did an excellent job of explaining the life insurance policies we purchased today. He was generous with his time and answered all our questions.
So far, I'm happy with my experience with Peak American. My current agent, Anthony Lara, as well as others, have thoroughly evaluated my financial status and recommended an area of improvement. I appreciate that they stay in touch and are responsive to my financial well-being, and will be there to handle legal and financial issues for my beneficiaries.
John was very helpful and thorough. No pressure, just very informative.
Mr Stanley was very knowledgeable and honest on all topics..
What is this?
Do not understand what you wan me to write hear. I do no see the questions for the review
Normally I see questions from 1 to 10.
What are the questions about the review?
Reply from Peak American Financial Group
Hi there! Thanks so much for taking the time to give us a review. We reach out to our clients periodically for feedback, so thank you for participating. The review is just 2 questions: The first one is rating our service between 1 and 5 stars, and the second is just for you to say whatever you would like to about your experience. Think of it like the reviews you might see on an Amazon product. Thanks again, and please reach out if you have any further questions!
John gave us our review and let us know all of the options we have. He was very easy to talk to and is coming back to give us more information on investment strategies. Neal
The lawyer
My. Son died ,trying to get his name off all trust . Bank will not except my bank accounts to be in trust till his name is off all papers & Christine Grace Beardsley his wife is added to trust so. Been to bank several times. Lawyer should know this about name being removed.
Reply from Peak American Financial Group
Hi there, we are so sorry to hear about that. Our company does not have any lawyers, nor do we practice law, but we can absolutely work with our attorney partners to assist with any changes. Our client services team reached out last month, but please contact us if your problem has not been resolved. Our phone is (800) 513-3243, please ask for our client services department. Alternatively you can email clientservices@peakamericanfinancial.com. Thanks and have a wonderful day!
Aaron was very knowledgeable and sensitive to my needs as he walked me through my Living Trust to determine any changes that might have to be made. I felt very comfortable discussing all aspects of the document and when he left I felt I was in good hands.
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