Peak Financial Management - Wellesley, Massachusetts

Peak Financial Management

Located at 93 Worcester St Suite 101, Wellesley, MA 02481, Peak Financial Management is a well-established financial advisory firm that has been serving clients for many years. They offer a range of financial services including investment management, retirement planning, estate planning, and tax planning. With a focus on personalized service, their team of experienced financial advisors work closely with each client to develop a comprehensive financial plan tailored to their unique needs and goals.

The company's specialties include financial advising and consulting, and they pride themselves on their ability to provide clear, unbiased advice to help clients make informed decisions about their financial future. Their office is wheelchair accessible, making it easy for clients with disabilities to access their services. They have also been recognized for their commitment to client satisfaction, with an average rating of 4.1 out of 5 stars based on 9 reviews on Google My Business.

Peak Financial Management has been a reliable partner for many clients, providing exceptional service and guidance. One satisfied client has been with the company for over a decade and praises their quick response to calls and emails, as well as their expertise in managing their money. They have even gone above and beyond by reviewing other investment funds and suggesting changes to their insurance for optimal return on investment. This level of personalized attention and dedication to client success is what sets Peak Financial Management apart from other financial advisors in the area.

For those seeking a financial advisor who will work closely with them to develop a comprehensive financial plan, Peak Financial Management is highly recommended. With their commitment to personalized service, expertise in financial planning, and wheelchair accessible facilities, they are an excellent choice for anyone looking to secure their financial future. To learn more or schedule a consultation, contact them today at 814-879-500 or visit their website at peak-financial.com.

👍 Reviews of Peak Financial Management

Kanchan M.

5/5

Have been with Peak for more than a decade. They are quick to answer calls/emails. They have done a great job managing our money. Took on looking at the rest of our investment funds and even suggested changes to our insurance for the best ROI.

Highly recommended.

Seema P.

5/5

Hands on personal approach to financial planning; there analysis of investments and long term planning gave our family financial security that was able to handle to valleys of a turbulent financial atmosphere. Peak financial advisors are always available and extremely transparent in the financial planning approach. I would highly recommend this group!

jayshree S.

5/5

Peak Financial has professionals working for them . We are very happy with there services and knowledge . Our investment portfolio has been great and we are happy with company and there staff

Shana M.

5/5

I have been with this company since 1990. New management has been very diligent and have tried to Answer any of my concerns very professionally. Whenever I call them they are very prompt to get back to me. I am pretty impressed with all people i have interacted with. I will highly recommend this group.

Joseph C. M.

1/5

Unfortunately the current managers are incompetent. They directed required minimum withdrawals from the wrong retirement accounts. This was a very expensive mistake for us.

MT S.

1/5

The relatively new management is very deceptive and unorganized. They made no effort to turn a profit on any of our investments. The firm has gone down hill very fast.

A P.

5/5

the only financial advisor you will every need; Because of this group, I will be financially secure for decades

Anubhav K.

5/5

Great experience for young professionals who are too busy to manage their investments and retirement strategy.