Peak Financial Management

93 Worcester St #101
Wellesley, MA 02481 781-487-9500

Ratings

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Consumer Ratings for Peak Financial Management — 2 Ratings

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Percent of customers who rated service "superior" for:
Giving helpful advice
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Doing work properly
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Consumer Comments for Peak Financial Management

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Consumer from Somerville, MA
Jul 19, 2020
Recommended
Have used them for 15 years. Gives sound advice, retirement scenario models, tax advice (though not tax prep), and all sorts of general financial advice and services. Very low churn on securities, and good planning for avoiding capital gains taxes. Fee-based, not commission.
Consumer from Somerville, MA
Sep 24, 2019
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