"To Whom It May Concern, I have been a client with the PEAK Investment Group for many years and have had the privilege of having Rocco Romeo as my financial advisor for the last three years. I am very grateful for his financial advice and investment services. He has a deep knowledge and understanding of the financial markets and investment planning and listening to me, my concerns and my goals, has given advice and executed planning strategies that have been successful in my being able to realize some of those goals while strengthening my investment portfolio. Rocco is very trustworthy and accessible taking the time to answer any questions I have thoroughly and I appreciate his guidance and support. I highly recommend Rocco Romeo...his professionalism and interest in his clients’ circumstances and needs proves him to be an excellent choice for anyone seeking financial guidance. I trust my recommendation is of assistance to you with your future endeavors. Sincerely, Wendy H. "

"I want to give a big Thank you to Rocco, who has demonstrated an excellent understanding of my financial needs and goals and he delivers his advice with these clearly in mind. I have complete confidence in him and his professional abilities and I have always found his advice to be clear, relevant and prudent. His due diligence I cannot say enough about!!! Thanks Shane"

"Thanks to Rocco, we learned how to accelerate our debt repayment by seven years and wisely invested our savings, paving the way for an early retirement. We wholeheartedly endorse Rocco's expertise and would gladly serve as references for anyone considering his services. Feel free to reach out to us anytime for a personal referral."

"As a Certified General Accountant with years of experience overseeing various client investments, I can confidently say that Rocco is the sole recommendation I make to all my clients. His impeccable integrity and vast knowledge in the field are evident in the exceptional results he consistently delivers. Rocco's customer service is unparalleled and truly second to none."

"As a self-employed businessman, my schedule is packed, leaving little time to monitor my investments. Several years ago, my accountant recommended Rocco, and I can confidently say that I've never been more content with the services he provides. From managing our business group benefits to his extensive expertise in investments and mortgages, Rocco has played a pivotal role in our financial success. Thanks to his guidance, we're well on our way to eliminating debt and achieving retirement five years earlier than expected. I wholeheartedly share my positive experience with Rocco with everyone I meet."

"We've had the pleasure of working with Rocco for an extended period, and it's safe to say that the service he offers surpasses anything we've encountered elsewhere, including major banks and other financial professionals. When we sold our business, our immediate choice for handling our retirement and securing a mortgage for our northern resort was Rocco. His exceptional service extends to our children and other family members as well. Dealing with

"My funds remained stagnant for many years without generating any returns. I used to contact my advisor only when necessary, and it was only at that point that they would review my account. Rocco's proactive approach and dedication to managing my finances have proven to be the most beneficial decision I've ever made in choosing him as my advisor. I wholeheartedly recommend his services."

"Over the years, Rocco's financial advice has exceeded our expectations. His wealth of experience and superior knowledge truly stand out. Not only does he consistently demonstrate his expertise, but he also prioritizes our best interests over his own financial gain. Rocco is consistently accessible, promptly returning our calls and always being there when we require his assistance. I have never been more satisfied with the services he provides to us."