Peak Financial Services, Inc.

Peak Financial Services, Inc. (CRD# 282186) is a financial advisory firm headquartered in Northborough, MA. They manage $150,549,000 in 520 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    151
    MILLION
  • Total Number of Accounts
    520
    ACCOUNTS
  • Average Account Value
    $289,517
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, ME, NH

Financial Advisors at Peak Financial Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Kevin M. Obrien
CRD#: 1866397
290 W. Main St., Unit #5, Northborough, MA 01532

Kevin Obrien (CRD# 1866397) is an Investment Advisor Representative working at Peak Financial Services, Inc. in Northborough, MA and has over 35 years of experience in the finance industry.

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