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Podcast: Trust the Plan Podcast with Nick Hopwood, CFPĀ® and Jim Pilat, CFPĀ®
Episode: EP 089: How Many Banks Do You Really Need?
Description: Nick Hopwood and Jim Pilat of Peak Wealth Management dive in on a commonly asked question from clients: How many banks do I need? Watch our video to learn more.
Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire Confidently. www.peakwm.com