Wheelchair-accessible entrance
Yes
Peak Wealth Management, LLC in Plymouth
Categories
Location on the map
Plymouth, Wayne County, Michigan, US
Accessibility
Wheelchair-accessible toilet
Yes
Amenities
Toilets
Yes
Planning
Appointments recommended
Yes
Phone: +1 734-681-7575
Site: http://peakwm.com/
Site: http://peakwm.com/
Opening hours
- Monday:8AM–5PM
- Tuesday:8AM–5PM
- Wednesday:8AM–5PM
- Thursday:8AM–5PM
- Friday:8AM–5PM
- Saturday:Closed
- Sunday:Closed
Comments (49)
Very professional! I don’t have a ton of money to invest but they still treat me like a millionaire. I recommend to all my friends, family and clients. Whether you have a bunch of money or you’re just starting out, they do a great job. I work with Nick mostly but everyone there is great!
Ive known Nick since 2009 and hes always been someone I trust. Hes extremely proficient at making the complexities of the financial planning world easy to understand and would recommend him whole-heartedly to anyone looking for a 2nd opinion with an ethical, honest, authentic financial advisory firm.
Nick is always very professional as are his staff, and he is very knowledgeable. He has been my advisor for many years, and I have always been pleased with his advise and attention he pays to my retirement plans and finances. He always thinks of what is in my best interest.
Nick is a very experienced, thoughtful and caring individual that I trust with my retirement portfolio. He gives me proper advice I need and is able to answer the tough questions. I have no doubt that I will be thriving when my time comes to retire, and through retirement as long as I have Nick! Thanks Nick you are awesome.
Excellent experience! Jim is an exceptional financial advisor, he takes the time to understand what it is you need! Jim individualized suggestions and ideas appropriate for my family and my families priorities. I’d definitely recommend Jim and his support staff, all very professional and welcoming.Thank you Jim and Peak Wealth Management for making financial planning so simple!
Nick Hopwood has been my financial adviser for many years. I truly appreciate Nicks team at Peak Wealth Management. His retirement planning advice really helps keep my financial goals on track.
I am NOT a big player in the investment world and was concerned about finding a CFP who would take the time to listen to me and consider taking me on as a client. Nick and Jim did just that. I instantly felt comfortable with them rather than embarrassed about what little I was bringing to the table. They are not only investing on my behalf, but really guiding me toward my path to retirement; truly mentoring me. I am so thankful to them for helping me get on a better path and I know they are committed to helping me maneuver any future bumps in the road. I wont hesitate to recommend them!
Nick is knowledgeable, honest and friendly. He is trustworthy and we feel absolutely comfortable, knowing that he has our best interest in mind at all times. Thanks Nick for all of your hard work!
Jim did an excellent job in creating a comprehensive financial plan that factored in all variables, yet was simplified for someone like myself who wants to cut to the chase. His attention to detail is an asset and he exhibits outstanding communication skills. I liked how he captured all income and expenses, adjusted for inflation and then tested the plan by inserting various hypothetical yet realistic events along the way.
I was referred to Nick by a family member who had nothing but good things to say about Nick. My wife and I met with Nick and seen immediately why he was recommended. Happy to be working with Nick and would recommend his team to anyone.
Peak Wealth Management has managed our families portfolio for many years. Nick and his team have always went above and beyond! Highly recommend.
Worked with Jim Pilat for years. He is a Great advisor and they have a great team at Peak. Jim is a guy that you can really trust to work with your best interest in mind. Highly recommend Jim and Peak. Top notch professional team.
I’ve been working with nick and his team since 2015 and I am so happy I have a financial coach who explains everything clearly and makes me feel confident we are on track to reach our retirement and college funding goals.
Nick is a really a great guy to work with. I highly recommend Peak Wealth Management to anyone looking for a quality financial manager that truly cares about their clients!
Mr.Hopwood is the best of the best. He brings all of his qualities to Peak Wealth Management, as well as his talented colleagues. If you really want what your heart desires, do yourself a favor and sit down with someone at PWM. Your future is at stake!!
Nick is a true financial professional of high integrity. He is service -oriented, tech savvy and has a great deal of resources to help with investments.
Responsive, accessible, honest and knowledgeable - Nick is a trusted advisor! He is passionate and cares and knows what to do to win!
Nick has been helping us with financial planning for the past few years. We are extremely happy with nick and his team.
Very helpful and professional totally trust them with my account
Very professional trustworthy excellent service very knowledgeablePersonally recommend to everyone
Nick does a great job, make is real easy to understand for a simple guy like me. Keep up the good work and make me some money. Thanks!
Nick is not just a stock guy. He is a financial wealth manager. He leads me in the right decision now to live the life I want down the road.
Jim Pilat has been my financial consultant for a number of years. He gives advice on possible options and demonstrates a professional manner with a personal touch with my financial investments.
I really appreciate the time and honesty that Nick and Patty have provided to me and my family over the years.
Peak Wealth has an incredible working environment and always strives to help.
Very personal. Take interest in us and our priorities
From professional and friendly care to sound financial advice, the Peak Wealth Management team is definitely at the top of their game.
Nick continually provides updates and continuing education about the market and investment direction. Well done.
Nick Hopwood really knows his stuff, I highly recommend you see him for all of your financial planning needs.
Nick and his team go above and beyond to make sure you have all the info you need to get to where you want to be.
Nick and his team are top shelf! Highly recommend!
I wouldnt trust anyone else to help me grow my portfolio. Excellent financial planner.
Helpful, honest, insightful and friendly...I’d recommend Nick for financial advice.
If you’re looking for honesty, knowledge, and professionalism you found the right place. Highly recommend!
Very personal, professional and knowledgeable! Pleasure to work with.
Tons of valuable advice and always ready to help out!
Offers a great financial advice
Great manager!
Solid people.
Total reviews rating 5
49 Reviews for Peak Wealth Management, LLC 2023:
Review №1
2022-03-22What a great group! Always available and trustworthy. Wouldn’t consider any other financial planning service to handle our money and investments. Thank you, Nick, and team.
Review №2
2022-03-21Everyone at Peak are the best to work with. Nick has always been attuned to our needs and we are totally satisfied with the service they provide. They rate ***** in every category.
Review №3
2021-12-06Nick and Jim were absolutely wonderful! In my particular circumstance, they were able to review my finances with me and provide me with goals directing me to a more sound financial future. They didnt charge me a penny for their time or advice, and I do plan on revisiting them after the goals they gave me to complete are accomplished.
Review №4
2022-03-24Nick and the rest of the Peak team are great! Super responsive, patient, and knowledgeable. We feel in very good hands.
Review №5
2022-07-08They have been great financial advisors. They have been really responsive and the planning has been fantastic.
Review №6
2021-11-13The Peak team is fantastic. They listen, tailor ideas to what you want and need, are responsive and good at what they do. And with integrity watch out for your interests. I strongly suggest you talk to them about investing.
Review №7
2018-11-15Nick & his team have provided us with the confidence that our investments are in knowledgeable hands at all times. Peak Wealth makes it a point to listen to concerns and work together with us to strategize ways to reach our financial & quality of life goals. Nick is not just a numbers guy- you can tell he truly wants to see his clients live the lives of their dreams. I lose no sleep over our retirement years because I know we partnered with a great advisor.
Review №8
2018-02-28What sets Nick apart from other financial advisors is that he truly cares about your financial success. Nick takes his time to listen to what’s important to you to formulate an actionable plan. He provides a professional, knowledgeable and effective strategy to help you reach your financial goals. I highly recommend Nick and his team at Peak Wealth Management, as they have help point me to the right direction.
Review №9
2018-11-16Nick is so authentic and genuine. His relationships with his clients are the utmost importance. I have valued the time he has spent with myself and especially his approach to helping his clients. I encourage everyone to sit down with Nick at least once. That will be all it takes to know he should be highly considered when hiring a financial planner.
Review №10
2018-11-17The thing I like best about Jim is he really took the time to listen to our family’s needs before coming up with our financial plan. He is so easy to talk to and gave amazing advice we wouldn’t have even thought of on our own. I absolutely recommend Jim and his great support team because they care about what they do and put their clients first.