Peak Financial Management

Peak Financial Management, Inc. is a comprehensive financial planning firm that was established in 1995. Our financial advisors are affiliated with one of the country’s leading institutional financial investment firms, Fidelity Investments. This allows us to provide objective investment advice and personalized, investment strategies utilizing non-proprietary products to help you reach your goals. Investment Services Peak Financial offers a wide range of investment vehicles including but not limited to: stocks, bonds, institutional mutual funds, exchange traded funds, annuities, real estate investment trusts, and private placements. Asset Diversification Through our years of financial experience and our extensive research, we manage our client’s portfolios by diversifying their assets. Insurance We also offer various protection planning strategies. Financial Planning Net Worth Statements, Cash Flow Analysis, Protection and Risk Reduction Planning, Retirement Planning, Tax Planning Estate Planning Wills, Trust Services, Legacy Plans, Family Conferences, Business Succession Plans

Address: 10901 w. 120th ave #135 Broomfield, CO 80020, USA

Phone: +1 303 255 2252
FAX: