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Peak Financial Management, Inc.

EST. AUM
$534,424,348

CONTACTS
14

CLIENT ACCOUNTS
1,696

Firm Details

Metro area Boston
CRD Number 110559
Website peak-financial.com
Client types

Overview

Peak Financial Management, Inc. is a comprehensive financial planning firm that was established in 1995. Its financial advisors are affiliated with one of the country's leading institutional financial investment firms, Fidelity Investments. This affiliation allows the firm to provide objective investment advice and personalized investment strategies utilizing non-proprietary products to help clients reach their goals.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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