Peak Financial Services

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

290 W Main St Ste 5, Northborough, Massa...

Phone Number

(508) 351-9775

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Peak Financial Services

Error processing your request. Please try again at a later time. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information . Investments are not FDIC- or NRead more
Peak Financial Services's Social MediaPopular SearchesPeak Financial Services IncPeek Financial Services IncFinancial ResourcesPeak Commercial Funding IncPeak Financial ResourcesSIC Code 62,628NAICS Code 52,523Show more

Peak Financial Services Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Peak Financial Services

<$5M
1-10
Private
-
1995
$5.4M
1-10
Private
-
2001
Jay Vinson, Managing Director at Vinson Financial Group
Jay VinsonManaging Director
$5.1M
1-10
Private
-
1994
SS
Steven SalernoFinancial Advisor
<$5M
1-10
Private
-
2005
WC
William CrossRegistered Financial Assistant
<$5M
1-10
Private
-
2015
Rick Meiss, President & Financial Advisor at Meiss Wealth Management
Rick MeissPresident & Financial Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1998
RF
Robert FredriksonFinancial Advisor & Consultant & Manager, Investment
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Peak Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Peak Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Peak Financial Services.

Peak Financial Services Tech Stack

A closer look at the technologies used by Peak Financial Services

Top Finance Companies

Frequently Asked Questions Regarding Peak Financial Services

What is Peak Financial Services's official website?
Peak Financial Services's official website is www.peakfs.com
What is Peak Financial Services's Revenue?
Peak Financial Services's revenue is <$5 Million
What is Peak Financial Services's SIC code?
Peak Financial Services's SIC: 62,628
What is Peak Financial Services's NAICS code?
Peak Financial Services's NAICS: 52,523
How many employees does Peak Financial Services have?
Peak Financial Services has 1-10 employees
What industry does Peak Financial Services belong to?
Peak Financial Services is in the industry of: Finance, Securities Trading
What is Peak Financial Services competition?
Peak Financial Services top competitors include: Fredrikson Financial Advisors, Bentley Financial Group, Vinson Financial Group, adifferentadvisor.com
What companies has Peak Financial Services acquired?
Peak Financial Services has acquired the companies: AEPG, Carroll Financial Associates, Lighthouse Wealth Management, WealthShield Partners
What technology does Peak Financial Services use?
Some of the popular technologies that Peak Financial Services uses are: Enom DNS Hosting, Eploy, Smarsh, Engage ATS
How do I contact Peak Financial Services?
Peak Financial Services contact info: Phone number: (508) 351-9775 Website: www.peakfs.com
What does Peak Financial Services do?

Error processing your request. Please try again at a later time. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material w... as developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information . Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities offered through Triad Advisors, LLC., Member FINRA / SIPC . Advisory services offered through Peak Financial Services, Inc., a registered investment advisor. Triad Advisors, LLC and Peak Financial Services, Inc. are not affiliated.Read More

What are Peak Financial Services social media links?
Peak Financial Services Linkedin page Peak Financial Services Twitter page
Is Peak Financial Services a public company?
Peak Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Peak Financial Services

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