Overview
Kevin O'Brien and Peak Financial have provided comprehensive wealth management services to successful individuals and business owners for over 25 years. Kevin and the Peak Team adhere to a comprehensive process, which consists of asset management, asset protection, risk management, income distribution, and tax mitigation strategies. Through this process, Peak's clients obtain clarity of their potential financial future.
http://www.peakfs.com/p/comprehensive-wealth-management-process
Contact:
KEVIN M. O’BRIEN, CFP®, AIF, CAP
PEAK FINANCIAL SERVICES, INC.
290 W. MAIN ST. #5
NORTHBOROUGH, MA 01532
508-351-9775
508-351-9668 FAX
WWW.PEAKFS.COM
Company News
The Massachusetts Biotech Boom: Keeping Your Wealth Intact
May 17, 2019
Posted by PEAK Financial Services Inc