Financial Advising in Plymouth, MI

“I met Nick years before I hired him. I am a real estate agent and what struck me about Nick and his firm is the strategies he has for his clients are not always self serving in the SHORT TERM. However, Peak is interested in helping their clients become wealthy. They do this by recommending their clients have $1M in paid for real estate as part of their overall financial plan. Tell me another financial advisor that recommends this.....it is few and far between. Why is this so rare, because they don't make commission on you buying real estate. They only make money when you buy products they recommend within the portfolio they control. This is why I know that Nick, Jim and Preston have their clients best in mind when putting together a financial plan. They understand the long game which is to help their clients truly become wealthy and this helps ALL parts of their portfolio the longer the strategy is in play. These guys are great and will really handle things well for you.”

“I have been very impressed working with the Altruic Team. Communication and responsiveness have been excellent. The audits were completed in a timely manner. Documents prepared for our review and approval were comprehensive, accurately reflecting our financial status. I look forward to working with the team in the future.”

“We have been working with Bryan for many years and could not be more pleased. From his skill in managing our assetts to advisement on outside investments, his knowledge, communications and sincere care has been outstanding! Feeling blessed and optimistic to be affiliated with Bryand and his team into retirement and beyond.”