Peaks Financial is an independent financial services firm focused on creating personalized financial strategies for individuals, families, and business owners. Their stated mission is to help clients define their financial goals and provide the guidance and resources needed to achieve them. They operate as a member firm of Kestra Investment Services, LLC and Kestra Advisory Services, LLC, which provides them with the resources of a larger entity while maintaining their independence. Their core services include comprehensive financial planning, investment management, retirement planning, and insurance solutions.

Founded in

United States