“Five years ago, we switched accountants and couldn't been happier. Donald is very knowledgeable and personable. He reviews our paperwork carefully to ensure we get the correct refund and explains any changes to the filing laws. He and his wife have created a professional and welcoming environment. We highly recommend Peak Financial Services.“
8:30AM - 5PM
Linden Wealth Advisors, LLC, Connecticut Financial Center, 157 Church St 19th FL, New Haven““
“I started working with Austin and Toomey investments a few years ago and highly recommend their services. Austin is extremely personable and put together a tailored plan that aligned with my goals and risk tolerance. His personal service is terrific as he's always available to chat with me or answer any of my questions--big and small. I appreciate that he goes the extra mile to educate me on his strategy and has helped me better understand the financial markets and investing. On top of that, we have a plan in place, both short term and long, that has allowed me to feel more comfortable overall about my financial goals. To anyone who's serious about growing their wealth through investing--I highly recommend using Austin as their FA.“
“Excellent company! Lou is great to work with and has helped me on many levels. From financial planning to simply managing my 401K he is always available.Thanks Lou for always being there.Corey Greco“
“Tricia is extremely knowledgeable and treats her clients exceptionally well. Would highly recommend!“
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