Old Peak Finance
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- Old Peak Finance provides on-going wealth management. Our service is comprehensive, addressing not just investing, but also retirement planning, insurance, estate-planning and tax. For decades, financial advice has been about Wall Street, not about you. We started this business for only one reason: to change that equation. Financial advice should be about you, not your advisor. That means starting with a deep understanding of your needs, your aspirations and your concerns. It means creating and implementing a personal financial plan. And it means talking frequently to adjust the plan as life happens. Financial advice should address all your concerns, not just whats profitable for us to discuss. That includes challenges like retirement planning, college tuition, minimizing tax and getting the right insurance. Financial advice should be about solutions, not products. We dont charge commissions and receive no fees from anyone other than our clients. So we only recommend a product if its the best solution for the client. Financial advice should keep your costs low, because the less you pay, the more you keep. Were changing the equation. At Old Peak, its about you.
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Headquarters:100 Europa Drive Suite 410, Chapel Hill, North Carolina, United States
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Phone Number: +1 919-459-8181
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Website: https://www.oldpeakfinance.com
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Employees:7
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Revenue:$1 - 10M
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Legal Name:Old Peak Finance
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Old Peak Finance's Social Media
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| NAICS Code: 522291 |
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Frequently Asked Questions regarding Old Peak Finance
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Where are Old Peak Finance's Headquarters?
Old Peak Finance's Headquarters are in 100 Europa Drive Suite 410,Chapel Hill,North Carolina,United States
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What is Old Peak Finance's phone number?
Old Peak Finance's phone number is +1 919-459-8181
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What is Old Peak Finance's official website?
Old Peak Finance's official website is https://www.oldpeakfinance.com
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What is Old Peak Finance's Revenue?
Old Peak Finance's revenue is $1 - 10M
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What is Old Peak Finance's NAICS code?
Old Peak Finance's NAICS code is 522291
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How many employees are working in Old Peak Finance
Old Peak Finance has 7 employees
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What is Old Peak Finance's Industry?
Old Peak Finance is in the industry of Financial Services
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Who is Old Peak Finance's Founding Partner?
Old Peak Finance's Founding Partner is Rick Waechter