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We offer a full range of investment and financial services and have access to a wide array of solutions.Learn More
Understanding Today's Financial Environment
Welcome, we are PEAK Financial Services, Inc., a Comprehensive Wealth Management Firm, in Northborough, MA. We understand that individuals face unique challenges as they build wealth and plan for the future. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, saving for college, or managing your estate, our personalized service focuses on your needs, wants, and financial goals and objectives.Contact Us
Saving for College 101
Here’s a crash course on saving for college.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
The Good Ship IPO
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
The federal government requires deceased individuals to file a final income tax return.
Four vacation destinations you might never have thought of.
Understanding the value of a home warranty.
There are things about Social Security that might surprise you.
Lifestyle considerations in creating your retirement portfolio.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help determine whether it makes sense to refinance your mortgage.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
That big list of dreams and goals isn't the only way to look at your bucket list.
Investors seeking world investments can choose between global and international funds. What's the difference?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.