Zoom Video Conferencing with Peak Financial
Peak Financial Management is now accessible through global video conferencing, online meetings, chat and mobile collaboration with Zoom! Zoom provides us with an excellent virtual communication platform by delivering remote conferencing services using cloud computing. We can meet you for an initial financial plan or follow up with you for your next review, wherever you are! With screen sharing capabilities and the video conferencing feature, we can seamlessly jump from a personal conversation to the details of your financial plan, portfolio, and other collateral we develop to manage your wealth. We couldn’t be happier to be able to provide you with this new level of accessibility to us, at your fingertips, worldwide.
-The Peak Team