Honest, wise, thorough, patient, secure and understanding are the best words I can use to describe the trusted advisors at Old Peak Finance. I do not feel like they treat clients like another "house" or "consumer" account and are pressured to upsell like big box advisor companies. Meeting with them is comfortable and relaxed.
Honest, wise, thorough, patient, secure and understanding are the best words I can use to describe the trusted advisors at Old Peak Finance. I do not feel like they treat clients like another "house" or "consumer" account and are pressured to upsell like big box advisor companies. Meeting with them is comfortable and relaxed.