Peak Financial Management Inc

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0.0000 stars - based on 0 reviews
281 Winter st Ste 160 Ste 160 Waltham, Massachusetts 02451
(781) 487-9500
 
 

About

Peak Financial Management Inc is located at the address 281 Winter st Ste 160 in Waltham, Massachusetts 02451. They can be contacted via phone at (781) 487-9500 for pricing, hours and directions.

Peak Financial Management Inc has an annual sales volume of 501K - 999,999. .For more information contact Neel Tiku, Vice President or go to www.peak-financial.com

Peak Financial Management Inc provides Cash Management, Brokerage Services, Notary Public to it's customers. For maps and directions to Peak Financial Management Inc view the map to the right. For reviews of Peak Financial Management Inc see below.

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Business Features

PRODUCTS

  • Corporate Bonds , Mutual Funds , Senior Plans , IRAs , Key Man Policies , Agency Bonds , Annuities , Business Continuation Plans , Surety Bonds , Tax Free Investments

SERVICES

  • Term Life Insurance , Online Services , Income Planning , Brokerage Services , Charitable Giving , Estate Planning , Notary Public , Investments , Permanent Life Insurance , Cash Management
 
Information

CONTACT INFORMATION

Phone: (781) 487-9500

Website: www.peak-financial.com

ADDITIONAL INFORMATION:

Main Contact First Name: Pran

Main Contact Last Name: Tiku

Main Contact Title: President

Employee Size: 5 To 9

Exact Employee Count: 8

Exact Sales Volume: 560000

Location Type: Single Location

Sales Volume: 501K - 999,999

CATEGORIES:

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Key Contacts
    • Neel Tiku
    • VICE PRESIDENT
    • Phone: (781) 487-9500
     
    • Pran Tiku
    • PRESIDENT
    • Phone: (781) 239-0400
     
    • Lorraine Chong
    • PORTFOLIO MANAGER
    • Phone: (781) 487-9500
     
    • Kerry Luria
    • ANALYST
    • Phone: (781) 487-9500
     
    • Shana Orczyk
    • RESEARCH ANALYST
    • Phone: (781) 487-9500
     
    • Alla Trachtenberg
    • OPERTIONS MANAGER
    • Phone: (781) 487-9500
     
    • Luisa Pandolfi
    • SENIOR VICE PRESIDENT
    • Phone: (781) 487-9500