Peterkin Financial
Finance · Massachusetts, United States · 1-10 Employees
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Overview
Headquarters
222 Forbes Rd Ste 106, Braintree, Massac...Phone Number
(508) 369-9745Website
www.peterkinfinancial.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Peterkin Financial
Peterkin Financial offers fiduciary financial planning services aimed at helping clients retain wealth rather than just earn it. The company provides three main services: a six-month group coaching program called Profit 2 Wealth, a one-time financial audit, and ongoing financial planning relationships. Founded by Nicky Morong, CFP, the firm focuses on assisting successful business owners and entrepreneurially-minded professionals in building intentional, values-aligned wealth without the associated stress. Peterkin Financial emphasizes a balanced approach to financial security, allowing clients to enjoy their lives while planning for the future.Explore more
Peterkin Financial Org Chart
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Peterkin Financial offers fiduciary financial planning services aimed at helping clients retain wealth rather than just earn it. The company provides three main services: a six-month group coaching program called Profit 2 Wealth, a one-time financial audit, and ongoing financial planning relationships. Founded by Nicky Morong, CFP, the firm focuses... Read More
