Peak American Financial GroupReviews of peakamericanfinancial.com

The Fair Hearing score

4.7/ 5

Excellent

11 reviews

Peak American Financial Group4.7Excellent

Rating distribution

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Honesty, pricing, process and quality scores appear once 5 customers have rated them.

Peak American Financial Group is listed under Banking & Money.

Peak American Financial Group (peakamericanfinancial.com) has 11 customer reviews on The Fair Hearing, with an average rating of 4.7 out of 5.

11 approved reviews, newest moderated first

Jan 7, 2022
John gave us our review and let us know…
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
By Vicky
Nov 24, 2021
The lawyer
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.
By customerBeverlybBeardsley
Response from Peak American Financial Group· Jan 10, 2022
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 [email protected]. Thanks and have a wonderful day!
Oct 12, 2021
Very pleased with my experience.
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.
By Margaret C.