Peak Financial Freedom Group

Closed
yelp logo

(14)

Call
Website

Photos

2520 Douglas Blvd Ste 110
Roseville, CA 95661
+1 (916) 791-7063
https://peakfinancialfreedomgroup.com
At Peak Financial Freedom Group, we design customized retirement income plans to help bring you financial freedom. We use conservative, risk reduction strategies to protect your investments from market instability and provide the opportunity for portfolio growth.

Also at this address

Reviews

yelp logo
3.514 reviews
Photo of John C.
John C.
12/1/2022

We are now one year into our moving our funds to Peak Financial. We do not have any children and we wanted to keep our investments safe, but at the same time, get an income stream. We chose...

Read more on Yelp
Ray W.
1/23/2025

Everyone I met at Peak Finacial was pleasant and very professional. Every aspect of my comprehensive retirement income plan was presented in easy to understand terms with graphs and computer...

Read more on Yelp
Photo of Nicoletta B.
Nicoletta B.
7/26/2024

My experience is good and I'm in the process of deciding it's a lot of information. I just received my binder and I have a lot to look at. They are very kind and respectful and have taken a lot of...

Read more on Yelp
c s.
2/13/2024

This group will help you learn to trust your instincts, but that's about it. Whenever you are told that the advisor is going to give you a lot of information and won't be upset if you decide not...

Read more on Yelp
Eric R.
12/30/2023

I have been with Peak Financial Freedom Group for close to 5 years since retirement. Dan Ahmad and his colleagues have provided a well-thought out financial plan for my assets that my wife and I...

Read more on Yelp
Owner verified
See a problem?

You might also like

Plan Well Live Well
Services, nec, nec, Financial consultant

Plan Well Live Well

3
"Phil and his staff are outstanding. They are very professional and want the best for their clients. The office is friendly, and Phil will take the time to educate each client on their investments..."
Edelman Financial Engines
Business services, nec, nec

Edelman Financial Engines

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Roseville is here for you, serving the greater Sacramento area, including Placer, El Dorado, Amador, Solano, Yolo, Colusa, Sutter, Yuba, Butte, Nevada and Sacramento counties. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Financial consultant, Stock exchanges, Security brokers and dealers

Merrill Lynch Wealth Management

Welcome to Merrill Lynch in Roseville, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.
United States›California›Roseville›Peak Financial Freedom Group

Partial Data by Infogroup (c) 2025. All rights reserved.

Yext