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    Peak Financial Management, Inc.

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    Description

    • WE SEE THE DIFFERENCEYoure one-of-a-kind. So are your family, your career, and your hopes for the future. At Peak Financial, were excited to learn about what separates you from the crowd and create a wealth management plan thats just as unique. BRING US YOUR CHALLENGES: WE'RE READY.As a fee-only registered investment advisor for more than two decades, it has been our privilege to work with hundreds of individuals and families across New England and beyond. While we have grown considerably over time, our goal has never been to become big. We value the close personal relationships we are able to develop with our clients; we think of them as our extended family. It is gratifying when clients call us for advice, referrals or just someone to talk to during an uncertain time. We understand how confusing and time-consuming it can be to manage financial decisions. We work hard to relieve our clients of that burden, freeing their time and energy for career, family and personal interests. We make wealth management our full-time job so you dont have to. The Peak Financial Management Team
    • location

      Headquarters:20 William Street Suite 135, Wellesley, Massachusetts, United States

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    • Peak Financial Management, Inc. phone

      Phone Number: +1 877-567-9500

    • Peak Financial Management, Inc. website

      Website: https://www.peak-financial.com

    • Peak Financial Management, Inc. employees

      Employees:9

    • Peak Financial Management, Inc. revenue

      Revenue:$1 - 10M

    • Peak Financial Management, Inc. legal name

      Legal Name:Peak Financial Management, Inc.

    • Peak Financial Management, Inc.'s Social Media

      Peak Financial Management, Inc. linkedin Peak Financial Management, Inc. facebook Peak Financial Management, Inc. twitter
    • done Is this data correct?

    • |  NAICS Code: 523920  |

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    Person level website identification

    Chief Investment Officer for Peak Financial Management, Inc.

    Jeffrey Smith

    Chief Investment Officer

    Person level website visitor identification

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    View Employees

    Jeffrey Smith

    Chief Investment Officer

    Pran Tiku

    President And Founder

    Robert Roselli

    Director Of Operations

    Jennifer Mccarthy

    Operations Manager

    Luisa Pandolfi

    Human Resources And Accounting Manager

    Frequently Asked Questions regarding Peak Financial Management, Inc.

    • Where are Peak Financial Management, Inc.'s Headquarters?

      Peak Financial Management, Inc.'s Headquarters are in 20 William Street Suite 135,Wellesley,Massachusetts,United States

    • What is Peak Financial Management, Inc.'s phone number?

      Peak Financial Management, Inc.'s phone number is +1 877-567-9500

    • What is Peak Financial Management, Inc.'s official website?

      Peak Financial Management, Inc.'s official website is https://www.peak-financial.com

    • What is Peak Financial Management, Inc.'s Revenue?

      Peak Financial Management, Inc.'s revenue is $1 - 10M

    • What is Peak Financial Management, Inc.'s NAICS code?

      Peak Financial Management, Inc.'s NAICS code is 523920

    • How many employees are working in Peak Financial Management, Inc.

      Peak Financial Management, Inc. has 9 employees

    • What is Peak Financial Management, Inc.'s Industry?

      Peak Financial Management, Inc. is in the industry of Investment Management

    • Who is Peak Financial Management, Inc.'s Chief Investment Officer?

      Peak Financial Management, Inc.'s Chief Investment Officer is Jeffrey Smith

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