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Valley Peak Financial, LLCFinancial advisor in Durham, NC

Valley Peak Financial, LLC is a financial advisor at 3211 Shannon Rd #410, Durham, NC 27707, ranked #49 of 232 financial advisors in Durham and rated 5.0 from 5 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Durham, NCUpdated 0 paid placements in any rankingHow we rank

Call (434) 409-3090Website ↗

Key facts

Key facts about Valley Peak Financial, LLC
Address3211 Shannon Rd #410, Durham, NC 27707Get directions
Phone(434) 409-3090
Websitevalleypeakfinancial.com
HoursMonday to Friday: 8 AM – 5 PM
Google rating5.0 from 5 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Durham and 10 towns within 25 miles: Chapel Hill, Carrboro, Morrisville, Cary, Apex, Mebane, West Raleigh, Raleigh, Holly Springs and Wake Forest.

Based in Durham, NCView on map

Opening hours

Opening hours for Valley Peak Financial, LLC
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Valley Peak Financial, LLC

How is Valley Peak Financial, LLC ranked in Durham?

Valley Peak Financial, LLC is ranked #49 of 232 financial advisors in Durham by RFA Score, with 66 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Valley Peak Financial, LLC’s hours?

Valley Peak Financial, LLC is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Valley Peak Financial, LLC serve?

Serves Durham and 10 towns within 25 miles: Chapel Hill, Carrboro, Morrisville, Cary, Apex, Mebane, West Raleigh, Raleigh, Holly Springs and Wake Forest. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Valley Peak Financial, LLC?

Valley Peak Financial, LLC has a rating of 5.0 from 5 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Valley Peak Financial, LLC?

Call Valley Peak Financial, LLC on (434) 409-3090. The business is at 3211 Shannon Rd #410, Durham, NC 27707. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Valley Peak Financial, LLC compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Valley Peak Financial, LLC (this business)—665.0 (5)NoNo
The Law Offices of James D. Williams, Jr.#47673.8 (13)NoNo4.2 mi
Thorough Financial Group#48665.0 (31)NoNo17.8 mi
Bank of America (with Drive-thru ATM)#50663.5 (75)NoNo0.1 mi

See all 232 ranked financial advisors in Durham