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.

Informative Informative, polite to the point

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.

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.

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