Peak Financial Freedom Group - Roseville, California

Ray W.

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 screens. After every meeting my Wife and I fully understood what was being presented and why. Every question was answered fully along with all pros and cons considered before we made any decisions. There was never any pressure to make a commitment and I felt, if I had the inclination, I could have walked away at any time with a free retirement plan in hand. I did a lot of research online, on the radio, read books, and took classes from other fiduciaries. Peak financial is a top notch company. I hold Mr. Jim Files in the highest regard, he is a man of integrity and a professional.

Jim S.

We have been client's of Dan and Peak for approx. 4 years. Prior to meeting Dan, we played the stock market game of ups and downs with a couple of large well known advisory firms with hopes of being able to retire one day. We weren't sure if we would outlive our hard-earned savings based on their Monte Carlo scenarios but were assured to not worry, sit tight, the market will recover. Dan put together a real plan, in writing, showing how our retirement would look and work. For the first time, we felt comfortable and knew we had a plan that would allow us to live a very comfortable lifestyle and we would not out live our nest egg. We only wish we would have met Dan and Peak earlier.

Karen C.

Dan Ahmad with Peak Financial is very passionate, knowledgeable, and has a genuine interest in achieving the best for his clients. He developed a documented financial plan to specifically suit our situation and future needs, which was accomplished in a very professional manner while at the same time putting us totally at ease. His dedication to clients, business excellence, and education sets him apart, and we highly recommend him to anyone wanting to achieve better financial outcomes.– Clark & Karen Chapman – 2024

Eric R.

I've been with Peak Financial Freedom Group for close to five years. When I was about to retire I sought their professioal advise on how to mange and consolidate a significant number of pension accounts and investments. Many of were in aggressive funds that placed me at significant risk for a market correction. I already incurred a big loss in my portfolio in 2008 and did not want that to occur again. They developed a mutually agreeable financial plan and blueprint for our future financial security. The revised portfolio included a diverse mix of stocks, bonds, annuities, and cash. All have performed very well over the past five years. Dan Ahmad has provided excellent advice on investing including new financial opportunities yielding significant returns. I've been very satisfied with the entire professional staff at Peak Financial Freedom Group and have referred a number of friends and others to their company. I trust and enjoy my financial relationship with Peak.

Brett R.

My wife and I had been watching the Peak TV advertisement for over a year before we engaged their team, after doing so we met with both owners (Jim and Dan) such amazing professionals and backgrounds! They were very detailed, no pressure and explained what a true financial/preservation plan is and the value. After developing a solid plan it took all the concerns and risk we had out of the picture. We are so happy we worked with the Peak team for our planning and look forward to a long relationship with them and the team.

If you’re still thinking about your family and your retirement? I highly recommend making the call! My only regret is, not making the call sooner! Thanks Dan and team!

James B.

Reached out to Randy K about reviewing my situation and he was great in getting back to me but then after sending all info to him I had to reach back out every time. He said he needed to meet with Dan but never did get back to me. I reached out again and no answer. I was eager to see if doing business with this group was a possibility and with the lack of communication it surely is an indication of what it was going to be. Communication is huge even if it is not a good fit for business at this time. This definitely dampens working with this group in the future. Truly disappointing.

Janis M.

I have been a customer of Peak Financial for several years and have received knowledgeable and professional service consistently. I feel confident with Dan Ahmad who has been overseeing my financial retirement plan over the years. His knowledge and ethics was an important part of my decision making to move my funds to Peak Financial. I feel confident this was the right decision for me.

Gary C.

The Peak team is highly competent and customer focused. Their ability to craft a financial plan tailored to our assets and goals was superb! Dan Ahmad guided us us through every step of the process and his expertise and thoroughness was exactly what needed to build a roadmap for the next chapter in our lives and financial future. We would recommend them to any of our family and friends.