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Ease your financial journey with the Four C Financial app.
What is Four C Financial: Four C Financial is a mobile and web application, designed to help Registered Investment Advisory firms to create a personalized end-user experience for their clients. Peek Wealth enables RIAs (Registered Investment Advisors) to communicate with their clients where they are: on the phone. Who is Four C Financial for: Clients of our Advisors may use this app. Clients must also have an online account to use Four C Financial. Four C Financial Features for Clients: - View your Firm's newsfeed - Attend scheduled Zoom calls with your Financial Advisor - Communicate privately with your Financial Advisor via DMs - Invite your kids and grandkids to learn from professionals that you trust Please Note: Four C Financial is a companion app for Registered Investment Advisor professionals, that use the Four C Financial web platform. If you are a client, please reach out to your Financial Advisor for your account information, so that you may log in to the app.