Financial Planning in Irving, TX and Financial Consulting in Irving, TX

Who We Are:

Peak Capital Investment Services, LLC is a comprehensive financial services firm committed to helping you improve your long-term financial success. We help people make the right moves with their retirement assets.
We also excel in working with individuals, who are either retired or approaching retirement, employees with 401(k), pension, and/or IRA assets, and companies looking to develop or change a retirement plan for their employees. Our experience has permitted us to become experts when it comes to helping our clients manage their retirement assets. We also offer complimentary consultations that include our Road Map to Retirement...a proprietary program we have developed.
Peak Capital is frequently quoted in the media as financial experts in The Rocky Mountain News, they have cover story profile in BOOMER Market Adviser Magazine and were recently in a Financial Planning series on CNBC and the Bravo networks with Alexander Haig's 21st Century Business. Peak Capital Investment Services, LLC requires that each member of the firm be either an attorney, a Certified Public Accountant, a Certified Financial Planner (CFP), a Masters of Business Administration (MBA), or working towards one of those designations. Our belief is that our educational background and experience provide our clients with a level of expertise they are unlikely to find elsewhere.

Securities and Advisory Services Offered through LPL Financial, Member FINRA/SIPC

What We Do: