Reviews for Four Peaks Planning, Inc.
Write a reviewFrom Four Peaks Planning, Inc.
Hours
Monday: 8AM - 7:30PM
Tuesday: 8AM - 7:30PM
Wednesday: 8AM - 7:30PM
Thursday: 8AM - 7:30PM
Friday: 8AM - 5PM
Saturday: 8AM - 5PM
Sunday: 9AM - 5PM
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Ratings
Google: 5/5
Four Peaks Planning, Inc.
1760 E Pecos Rd, Gilbert
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Jamie at Four Peaks Planning did an amazing job of assisting us with our estate planning. He was very thorough and professional. He did an excellent job of answering our multitude of questions and walking us through the entire estate planning process. His follow up was also five star. We would highly recommend this company.
What sets Four Peaks Planning apart is their white glove service, regardless of the amount you have invested with them. Ian (for financial planning) and Jamie (for estate planning) provide a highly personalized service, taking the time to understand your goals, patiently educating you on the options and working with you till you are 100% satisfied. I can't recommend their service enough!
We were referred to Jamie Khan to do a restatement of our living trust. Jamie is very knowledgeable and was very helpful with the process. He provided a professional product at a very fair price. He is highly recommended.