Get in Touch

Let's Talk About Your Retirement

Schedule a free, no pressure consultation with our team. We will listen, answer your questions, and help you understand exactly where you stand.

No Sales Pitch
In-Person, Phone, or Virtual
Education Before Advice

Book Your Free Consultation

Fill out the form below and a member of our team will reach out within one business day to schedule your consultation.

By submitting this form, you agree to be contacted by Peak Solutions Financial. We do not sell or share your information. View our Privacy Policy.

Contact Information

(650) 844-0656 (call or text)
info@peaksolutionsfinancial.com
3526 Investment Blvd. #211, Hayward, CA 94545

Prefer to book directly?

Schedule a Consultation

Bay Area Service Area

We serve clients in person, by phone, or virtually throughout the Bay Area.

Alameda County
San Mateo County
Santa Clara County
San Francisco County
Contra Costa County
Statewide Virtual

Office Hours

Monday to Friday: 9:00 AM to 5:00 PM
Saturday: By appointment
Sunday: Closed

Service Area

Alameda County, San Mateo County, Santa Clara County, San Francisco County, Contra Costa County, and statewide or nationwide virtual consultations.

What Happens Next

What to Expect After You Reach Out

1. We Reach Out Within 1 Business Day

A team member confirms your preferred time and format.

2. A Real Conversation, Not a Pitch

We listen, ask questions, and give honest feedback.

3. You Leave with
Clarity

A clearer picture of your retirement situation either way.