Peak Financial, Inc.

Peak Financial, Inc. was founded with the goal of assisting our clients in every aspect of their financial lives. We've provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence. Our company is based on the principle that education and understanding of one's current financial situation is vital to making prudent decisions concerning one's future financial condition. Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. OSJ Branch: 12671 High Bluff Drive Suite 200, San Diego, CA 92130. Peak Financial Inc. and IFG are unaffiliated entities. Registered representatives licensed to sell securities in the following states: AZ, CA, CO, NE, NM, NV, OH, OK, OR and TX. Information provided is from sources believed to be reliable however we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy. When you link to a 3rd party website you are leaving our site and assume total responsibility for your use at these sites.

Website

http://www.peakfinancialinc.com

External link for Peak Financial, Inc.

Industry

Investment Management

Company size

11-50 employees

Headquarters

Frisco, Texas

Type

Privately Held

Founded

2005

Specialties

Wealth Management, Retirement Income Distribution, Asset Allocation, and Insurance Protection