Informative Informative, polite to the point

John gave us our review and let us know… John gave us our review and let us know all of the options we have. He was very easy to talk to and is coming back to give us more information on investment strategies. Neal

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.

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.

Very pleased with my experience. Aaron was very knowledgeable and sensitive to my needs as he walked me through my Living Trust to determine any changes that might have to be made. I felt very comfortable discussing all aspects of the document and when he left I felt I was in good hands.