Peak American Financial: Clear guidance, tailored plans for your financial future.
Peak American Financial, an insurance agency, finance and consulting firm in Plano, TX, earns high praise for professional, knowledgeable guidance. Clients highlight Scott Schwitzer's clear explanations and honest, client-first approach; Gil Garcia's tailored portfolios, transparent fees, and educational communication; and Crystal's patient, responsive support. Regular check-ins and an easy online portal help keep plans aligned with goals.
2400 Dallas Pkwy #100, Plano, TX 75093, USA
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Customized insurance solutions for life, health, and property to protect your assets and future.
Personalized investment strategies and portfolio management aligned with your financial goals and risk tolerance.
Comprehensive financial planning services including retirement, estate, and tax planning with expert guidance.
Clear explanations and educational support to help you understand financial decisions and stay informed.
Ongoing reviews and adjustments to ensure your financial plan evolves with your changing needs and goals.
Overall rating
Peter Zocco
Scott is professional, knowledgeable, and consistently provides exceptional service. He takes the time to explain things clearly, answers questions thoughtfully, and makes the entire process feel straightforward and stress-free. You always feel confident that you’re getting honest guidance and that your best interests come first. I highly recommend Scott to anyone looking for reliable, high-quality financial support.
Alan Walker
I am impressed with Scott Schwitzer's financial acumen for his clients. He actively listened to what our desires are for our future needs and came up with a portfolio that fits our plans. So, our short-term and long-term goals were figured in to the final plan, which helped relieve our concerns. He was really a joy to work with.
LISA RYDER REAL
We have been working with Gil Garcia and he has been AMAZING! He in very knowledgeable, patient, and explains our options allowing us to make informative decisions that are in our best interest. He has been very supportive through a difficult time and we appreciate all that he has done.
Nathan Duncan
Crystal is great at what she does. I had the opportunity to get a few questioned answered and some sound feedback provided. She was patient, understanding and more than willing to answer any and all of my questions. Peak American Financial Group, you have a good one on your hands. Thank again Crystal!
Julie Ann
Exceptional Financial Guidance and Service I've been working with Gil Garcia for the past year and couldn't be more impressed with their professionalism and expertise. From day one, he took the time to understand my financial goals and created a comprehensive plan tailored to my specific needs. What sets Peak Financial apart is their clear communication and educational approach. They don't just manage your finances – they help you understand the decisions being made and why. Gil Garcia is incredibly knowledgeable, responsive to questions, and always makes me feel like a valued client rather than just another account. Their investment strategies have been solid, and I appreciate their transparent fee structure with no hidden surprises. The online portal makes it easy to track progress, and their regular check-ins ensure my financial plan stays aligned with my evolving goals. I highly recommend Gil Garcia at Peak Financial to anyone looking for trustworthy, competent financial planning services. They've given me confidence in my financial future and peace of mind knowing I'm in capable hands.
