Valley Peak Financial, LLC

Aug 2024

I’ve been with Carter for about a year or two, and I have nothing but good things to say. When investing on my own it was so stressful, but now I give it all to Carter and have total peace of mind.

My aunt worked for Goldman Sachs on Wall Street. She took a look at my profile and said it all looked “very solid, broad market exposure, growth oriented mix, and very low fee.”

He’s also very responsive and cares personally for each client.

Thank you, Carter. Highly recommend.

Oct 2022

Carter has been extremely helpful! He was able to look over all my previous spending habits and come up with a reasonable and logical budget moving forward. He has also allowed me to track how I have been spending my money by organizing everything into categories. Now that I know that, I am able to still live comfortably and save more money than I ever have before. We meet on a regular basis and he has helped me develop a monthly, 3 month, 6 month and a year long plan to help me become completely debt free. He has helped me immensely with organizing my 401K. He has also been giving me great investment advice during this horrible time for the stock market. On top of all...read full review