Peak Financial Freedom Group
2520 Douglas Boulevard, Roseville, California, United States
About the Peak Financial Freedom Group
Peak Financial Freedom Group, located at 2520 Douglas Boulevard in Roseville, California, is a finance institution that specializes in designing customized retirement income plans to help you achieve financial freedom. Using conservative, risk reduction strategies, we aim to protect your investments from market instability while providing opportunities for portfolio growth.
Our top priority at Peak Financial Freedom Group is to alleviate your financial worries and offer a new approach to retirement planning. With The Peak Plan for Financial Freedom, we ensure that you never experience a significant loss like in 2008 and that your income is dependable and predictable throughout your lifetime. We offer comprehensive financial planning and investment management services to retirees and pre-retirees in Roseville and beyond.
Join us for The Peak Financial Freedom Show, where leading entrepreneurs and professionals provide valuable insights on health, wealth, and success. Learn the truth about risk, the stock market, fees, and annuities, and discover Momma's Secret Recipe that will change your perspective on money forever.
Enroll in Peak Financial Freedom University to further your financial education and start your journey towards financial freedom. Our institution offers a 2nd Opinion Package for Qualified Retirees and Soon-To-Be-Retirees, including free consultations, retirement income plans, risk analysis, and fee analysis.
Please note that all information provided is for general educational purposes only and should not be considered as specific financial advice. Past performance is not indicative of future results, and investing involves risk. Our team at Peak Financial Freedom Group is committed to helping you achieve your financial goals and secure a prosperous retirement.
Photos of Peak Financial Freedom Group
2520 Douglas Blvd # 110, Roseville, CA 95661, United States
Opening hours of Peak Financial Freedom Group
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews of Peak Financial Freedom Group
"Dan Ahmad at Peak Financial Group. Title: Exceptional Financial Expertise and Client-Centric Service I cannot speak highly enough about our experience with Dan Ahmad and the incredible staff at Peak Financial Group. From the moment my wife Debbie and I engaged with them, I knew I had found a financial advisor and advisory team that stood out from all others I had worked with in the past. The whole team's expertise, professionalism, and genuine commitment to client success was second to none and I know that Debbie and I are confidently ready to enter into retirement in the next couple of years. Dan Ahmad has built an amazing team and business that possesses an impressive depth of knowledge and a keen understanding of individual financial needs for those looking to maximize their retirement years. His personalized approach to crafting financial strategies ensured that my investment goals were not only met but exceeded. Dan's ability to navigate the complexities of the financial landscape and his strategic insights has brought confidence and security into our lives and proven invaluable in securing our financial future. The entire team at Peak Financial Group deserves commendation for their outstanding support and engagement. The staff is not only efficient and organized but also consistently goes the extra mile to ensure a seamless and enjoyable client experience. Whether it's addressing administrative matters, scheduling appointments, or promptly responding to queries, the staff's dedication to client satisfaction is evident in every interaction. What sets Peak Financial Group apart is the synergy between Dan and his staff. The collaborative and client-centric approach creates a harmonious environment that fosters trust and confidence. It's evident that this team is genuinely passionate about helping clients achieve their financial goals, and this commitment is reflected in the exceptional service they provide to us last year and in the years to come. I wholeheartedly recommend Dan Ahmad and the dedicated staff at Peak Financial Group to anyone seeking not just financial advice, but a true partnership in building a secure and prosperous financial future. Their expertise, professionalism, and genuine care for clients make them a standout choice in the financial advisory landscape. I look forward to continuing my journey with this exceptional team."
"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.β Clark & Karen Chapman β 2024"
"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."
"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."
"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."
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