Peak Mountain Advisors

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Description

  • We offer strategies designed to help individuals and businesses accumulate and protect money. Our process involves getting to know our client's needs and goals, then building a strategy to help work toward them.Have some questions? - Call Today For a Free Consultation at: 860.216.1896Watch This Short Video About Our Services at: www.PeakMountainVideos.com Our team of experienced professionals understand the importance of preparing for all of our client's needs, including the unforeseen ones, through all stages of their lives. Our objective is to provide a structured financial strategy, enabling our clients to make informed decisions about what is best for them and those they care about most. * Securities and advisory services offered through LPL Financial, a registered investment advisor, member SIPC www.sipc.org.* The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states: CT, DE, NH, NY, CA, FL, TN. * Peak Mountain advisors are licensed to sell insurance products in the states of: CT, and NY.* Third party posts on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL financial to accuracy or completeness.
  • location

    Headquarters:942 Main Street , Hartford, Connecticut, United States

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  • Peak Mountain Advisors phone

    Phone Number: +1 860-218-1986

  • Peak Mountain Advisors website

    Website: https://www.peakmountainadvisors.com

  • Peak Mountain Advisors employees

    Employees:3

  • Peak Mountain Advisors revenue

    Revenue:$0 - 1M

  • Peak Mountain Advisors legal name

    Legal Name:Peak Mountain Advisors

  • Peak Mountain Advisors's Social Media

    Peak Mountain Advisors linkedin
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  • |  NAICS Code: 523930  |

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Person level website identification

President, Wealth Manager for Peak Mountain Advisors

Paul Holjes

President, Wealth Manager

Person level website visitor identification

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View Employees

Paul Holjes

President, Wealth Manager

Heather Wright

Relationship Manager

Frequently Asked Questions regarding Peak Mountain Advisors

  • Where are Peak Mountain Advisors's Headquarters?

    Peak Mountain Advisors's Headquarters are in 942 Main Street ,Hartford,Connecticut,United States

  • What is Peak Mountain Advisors's phone number?

    Peak Mountain Advisors's phone number is +1 860-218-1986

  • What is Peak Mountain Advisors's official website?

    Peak Mountain Advisors's official website is https://www.peakmountainadvisors.com

  • What is Peak Mountain Advisors's Revenue?

    Peak Mountain Advisors's revenue is $0 - 1M

  • What is Peak Mountain Advisors's NAICS code?

    Peak Mountain Advisors's NAICS code is 523930

  • How many employees are working in Peak Mountain Advisors

    Peak Mountain Advisors has 3 employees

  • What is Peak Mountain Advisors's Industry?

    Peak Mountain Advisors is in the industry of Financial Services

  • Who is Peak Mountain Advisors's President, Wealth Manager?

    Peak Mountain Advisors's President, Wealth Manager is Paul Holjes

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