Peak Financial Corporation

Introduction: Peak Financial Corporation is a financial planning and portfolio management firm that prides itself on unparalleled service and performance. We are committed to providing unbiased advice and prudent strategies for investing and building predictable retirement plans. Our financial advisor services are always tailored to your unique needs. We provide estate planning, risk management, cash flow analysis, investment management, retirement planning, and tax planning and management. Our integrated approach allows us to serve you without compromise. We do not work on a fee basis, so you are never inhibited from calling when you need to. We are paid exclusively from our carriers and no fees will ever be paid from your accounts. Our reward is satisfied clients! At Peak Financial Corporation we treat our clients with courtesy and integrity. We guarantee realistic, honest financial advice that achieves results without risking your hard earned money. We will lead you on a course to financial freedom. Our years of experience and notable expertise ensure that your financial future is in good hands with financial advisor Jay J.P. Peak. Our consistent track record of uncompromising ethics instills confidence and trust. We use “Safe Money” products that provide stock market-linked gains without any possibility of losses from Market downturns. This allows us to provide predictability, confidence, stability, and peace of mind.