peakamericanfinancial.com

4.7
4.7 Based on 11 reviews

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Average Rating

4.7

/
5

11 Reviews

5 Star
91%
4 Star
0%
3 Star
0%
2 Star
9%
1 Star
0%

All Reviews

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Review Time

Patience
John Gacesa is our financial advisor

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!

5
Date of experience: Jul 23, 2025
Raphael
John Congdon has been our financial…

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.

5
Date of experience: Apr 03, 2022
ZoRn0oXx72
Informative

Informative, polite to the point

5
Date of experience: Mar 23, 2022
Mira Cooper
James Stanley- New Life Insurance Policies

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.

5
Date of experience: Mar 09, 2022
Lowbob27
Good Financial Partner

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.

5
Date of experience: Mar 04, 2022
John was very helpful and thorough

John was very helpful and thorough. No pressure, just very informative.

5
Date of experience: Feb 03, 2022
Mr Stanley was very knowledgeable and…

Mr Stanley was very knowledgeable and honest on all topics..

5
Date of experience: Jan 20, 2022
RC77
Do not know

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?

5
Date of experience: Jan 07, 2022
HL30
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

5
Date of experience: Jan 07, 2022
Trymebaby
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.

2
Date of experience: Nov 24, 2021

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