Peak Financial Partners

Financial Services • United States • 1-10 Employees

Company overview

Headquarters	United States
Phone number	+17405480400
Website	peakfinancialpartners.com
NAICS	52
SIC	621
Keywords	Estate Planning, Insurance And Risk Management, Financial And Retirement Planning, College Saving Plans, Assets Under Management
Founded	2007
Employees	1-10
Socials

Key Contact at Peak Financial Partners

Richard Roell

President & CEO

Peak Financial Partners Email Formats

Peak Financial Partners uses 1 email format. The most common is {last name}{last name} (e.g., doedoe@peakfinancialpartners.com), used 100% of the time.

Format	Example	Percentage
{last name}{last name}	doedoe@peakfinancialpartners.com	100%

About Peak Financial Partners

Peak Financial Partners is an independent registered investment advisor providing comprehensive investment management services to individuals, couples, businesses, non-profits, and private foundations. Our mission is to deliver customized, objective wealth management solutions and personalized, investment related services that fully meet our clients' broad investment needs and simplify the complexity of their financial lives. We bring together a wide array of both proprietary and non-proprietary resources in order to build the most appropriate investment solutions and deliver the most relevant services to clients. We believe that this approach enhances our objectivity and expands our breadth of services and capabilities, enabling Peak Financial Partners to remain focused on our sole mission - to most effectively serve the complete financial needs of our clients. Thank you for your interest in Peak Financial Partners. We look forward to working with you.

Peak Financial Partners revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,100,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Peak Financial Partners has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Peak Financial Partners has never raised funding before.

Peak Financial Partners Tech Stack

Discover the technologies and tools that power Peak Financial Partners's digital infrastructure, from frameworks to analytics platforms.

Apache HTTP Server

Web servers

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

prettyPhoto

JavaScript libraries

GoDaddy

Hosting

PHP

Programming languages

WordPress

Blogs

MySQL

Databases

RSS

Miscellaneous

Microsoft 365

Frequently asked questions

Peak Financial Partners is located in US.

You can reach Peak Financial Partners at +17405480400.

Peak Financial Partners was founded in 2007, making it 19 years old. The company has established itself as a significant player in its industry over this time.

Peak Financial Partners has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Peak Financial Partners

Richard Roell

President & CEO

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