Thank you for considering us to become your financial advisors. We understand this is not a decision that one makes lightly-the idea of letting someone manage the wealth you've spent a lifetime accumulating is no small task, and it is a responsibility we take seriously. The world of investing can be a daunting place to the uninitiated in the best bull markets, not to mention the bears.
Placing your trust in someone takes a pretty good-sized leap of faith. We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.
Placing your trust in someone takes a pretty good-sized leap of faith. We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.
Services
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.
Michael A. Tash has been in the Financial Services industry since 1998 and is the Owner and Managing Member of Peak Financial Services, LLC. Michael's practice focuses on four main areas; Retirement, Insurance, Investment and Employee. Christina manages all client relationships by providing operational and technical support.
There are many financial products in the market, and so choosing the ones that best meet your needs can be complicated. That's where we can help. We can offer professional financial investment advice to help you choose only those products that meet your current and future goals. We aim to help you make informed decisions about the products in your portfolio.
Our independent business model ensures we have the autonomy and discretion to put you at the center of all investment strategies and business decisions. Just as we stand behind you to help you pursue your financial dreams, we have teams standing behind us and supporting our business. These firms also strengthen our relationship with you by providing the resources we need to better serve you.
Cetera Investment Management provides quarterly, midyear and annual forward-looking overviews of the major asset classes and macroeconomic climate, evaluating a broad range of leading indicators to unravel the market's complexities. Their approach helps uncover current economic themes, but also challenges traditional perspectives by focusing on longer-term market forces that may not have surfaced yet.
Reviews
Be the first to review Peak Financial Services.
Write a Review
