Peak Financial Services, Inc.
Peak Financial Services, Inc. (CRD# 282186) is a financial advisory firm headquartered in Northborough, MA. They manage $93,551,000 in 442 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management94MILLION
Total Number of Accounts442ACCOUNTS
Average Account Value$211,654
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
Kevin Obrien (CRD# 1866397) is an Investment Advisor Representative working at Peak Financial Services, Inc. in Northborough, MA and has over 29 years of experience in the finance industry. Kevin Obrien has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.