Review Time
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!
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.
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.
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.
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