We have been extremely impressed with Leslie and highly recommend her!…read more We have utilizing her services for over 10 years.

From the owner: We charge by the hour. We don't sell any products or require you to move money to us. We simply…read moreprovide advice that is customized to you and your goals and concerns.

Primary interest is selling high commission products. Great story but caution is advised.read more

From the owner: Peak Capital Management is a registered investment advisor based in Stuart, Florida. We focus our…read moreservices on the educational process, which involves identifying your objectives, helping you understand your options and the associated risks, building your asset allocation and optimizing your investments, among other things. We strive to provide meaningful and balanced information. Specifically, we offer our clients a wide range of investment advisory services, including financial planning and consulting, discretionary asset management, and selection of third party advisers. Our integrated suite of services may be offered to clients on an all-inclusive or, individual basis. We offer financial planning and investment consulting services tailored to meet your needs and financial objectives. Based on your stated needs, we will give you advice on your financial concerns, including, but not limited to: investments, taxes, insurance, retirement and estate planning.

I really needed a life insurance policy and met with Jesse from The Real Financial Group. He was…read morereliable and quick to find a life insurance policy that fit my needs. When I asked him for investing advice, he gave me advice that made sense and was easy to follow, even though he didn't make money from my accounts.

Jesse is incredibly knowledgeable and great resource for anyone who is looking for an ethical…read morefinancial planner. He takes great care of his clients and makes sure that he advises them on what the best decision is for YOU. I would highly recommend Jesse to anyone.