As seen in
Boston Five Star award winner
Kevin M. O'Brien, CFP®, AIF®, CAP
President
Peak Financial Services
290 W Main St
2020 Five Star
Wealth Manager
Contact Me!
Four-Year Winner
PROFESSIONAL PROFILE

Kevin M. O'Brien, CFP®, AIF®, CAP
President
Peak Financial Services
290 W Main St
508-351-9775
PROFESSIONAL ACCOMPLISHMENTS

  • Five Star Wealth Manager award winner 2015, 2018- 2019


RESOURCES

How to Pick a Financial Planner

Click to access BrokerCheck

This communication strictly intended for individuals residing in the states of AZ, CA, CT, FL, IN, MA, MD, ME, NC, NH, NY, VA, VT. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.

Securities offered through Triad Advisors, member FINRA/SIPC.  Advisory services offered through Peak Financial Services, Inc., a Registered Investment Advisor.  Triad Advisors and Peak Financial Services, Inc. are not affiliated.

*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.