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Boston Five Star award winner



  • Five Star Wealth Manager award winner 2015, 2018- 2019
  • Women's Choice Award Financial Advisor 2018
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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.