Peak Financial Partners is an independent financial services firm based in Massachusetts, USA. They operate as a trade name of Northeast Planning Associates, Inc., and utilize LPL Financial as their broker-dealer. The firm specializes in providing comprehensive wealth management and financial planning services to a clientele of high-net-worth individuals, families, and business owners. Their stated mission is to build long-term relationships by offering personalized strategies in investment management, retirement planning, estate planning, risk management, and insurance.

Founded in

United Kingdom