Peaks Financial - Poulsbo, Washington

Steve W.

We have been with Kevin and his team (Traci, Christine and Angela) at Peaks Financial for the past year and could not be happier with the results.

At a strategic/partnership level, Kevin is able to not only tell you the “what” and “how,” but more importantly, the "why” behind your customized financial plan – always making sure you are understanding the concepts based on your goals and risk tolerance without using confusing jargon or a “trust me” attitude.

His philosophy is to play “offense” and “defense” as necessary without emotions or ego. Is he confident? Damn right he is. But that confidence is based on results and a continuous improvement mindset.

From a customer service perspective, they are responsive, efficient and accurate in all things they do, which can calm the mind when making financial decisions.

I would highly recommend Kevin and Peaks Financial with your near and long-term financial future.
--Steve W., Illinois

Cindy N.

I’ve been working with Peaks Financial for a couple of years, and I can’t say enough good things about them. From day one, their team has been incredibly knowledgeable and professional, guiding me through the complexities of wealth management with ease. They took the time to understand my financial goals and tailored a strategy that made a real impact on my portfolio. Thanks to their expertise, I’ve seen a solid return on my investments, and I feel much more confident about my financial future. I highly recommend Peaks Financial to anyone looking for a trusted and experienced wealth advisor!

Todd H.

Kevin and his team are fantastic AND trustworthy. They have done a phenomenal job of helping me achieve my financial retirement plan.

Eric S.

My wife and I have had a great experience working with Kevin and Peaks Financial on our retirement planning. We have a high comfort level with our plan, and Kevin and his team are always quick to respond to any questions we have. Highly recommended.

Robin T.

Joining Peaks and working with Kevin and Traci was the best decision we made. Our meetings are full of useful information and their recommendations have been excellent. I no longer worry about my retirement which is wonderful. Thank you Kevin and Traci.

Mark L.

Kevin and team are a such a pleasure to work with. His approach to our financial success has been a clear roadmap that allowed us to plan our future and feel confident about achieving it. Communication is outstanding with regular meetings to discuss any needed changes or opportunities that have arisen. I would not hesitate to recommend Peaks Financial to anyone who wants to see their money grow and feel assured that their future is safe.

Jane S.

I left a big-name money management company for Peaks Financial about 4 years ago. It has made such a difference in my finances and my involvement. Kevin and Traci know me and treat me like a valuable person. The big company had no clue nor care as to who I was and treated me as a number and dollar sign only. Kevin takes so much care and patience in explaining everything to me as I am a little clueless on the terminology. He even perfectly finishes my sentences and questions when I am at a loss for the proper terms! And when I don't want to be bothered but just want him to take care of things, Kevin and Traci get right to it and I don't need to worry, or have endless meetings, or do much at all. I feel so secure with Peaks managing my money. They have helped me finance my daughter's college education and are helping secure my retirement now. I am more than very satisfied and recommend Peaks to anyone!

Margaret S.

I would highly recommend Kevin Campbell and his team of wealth management advisors at Peaks Financial to anyone who is seeking a comprehensive financial plan including retirement, tax, and estate planning. They provide a very collaborative and supportive environment in order for us to reach our family's immediate and long-term financial goals. Their business model is in sync with our overall economic needs. It has been a pleasure to work with Kevin and Traci in particular.