Peak Financial Services, Inc.
Financial Services
Northborough, MA 39 followers
WEALTH MANAGEMENT
About us
PEAK Financial Services, Inc., is an independent financial services, wealth management, and consulting firm. As independent financial professionals, we have the freedom to provide diverse guidance and insight to our clients. We recognize that each person's situation is different, so we develop a financial plan that focuses on helping you accomplish your personal goals. Accordingly, our approach will be to pursue an in-depth understanding of your financial situation and the personal values you hold as they relate to your investment plan. This approach allows us to forge a strong partnership with you and to assist you as we strive to turn your dreams into reality. The staff at PEAK Financial Services, Inc., are interested in establishing long-term client relationships that are mutually beneficial. This communication is strictly intended for individuals residing in the States of: AZ, CA, CT, FL, IA, MA, MD, ME, NC, NH, NY, NJ, OR, RI, VA No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Securities Offered Through Commonwealth Financial Network, Member FINRA/SIPC, Registered Investment Adviser.
- Website
-
http://www.peakfs.com
External link for Peak Financial Services, Inc.
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Northborough, MA
- Type
- Privately Held
- Founded
- 1995
- Specialties
- Wealth Management, Estate Planning, Retirement Income Strategies, and Asset Management
Locations
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Primary
290 W. Main St.
Unit #5
Northborough, MA 01532, US