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Boston Five Star award winner


Kevin M. O'Brien, CFP®, AIF®, CAP

Peak Financial Services
290 W Main St
Suite 5
Northborough, MA 01532
Office: 508-351-9775
Cell: 508-351-9668 FAX

Professional Approach

As financial professionals, our firm is committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon and goals, we'll work diligently to develop a program that carefully balances investment strategies with preserving principal.

Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, those decisions are vital in helping you pursue your goals. Almost everyone wants to avoid a costly mistake that can alter their retirement vision.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and get in position to benefit from changing conditions. We enjoy helping people put their financial house on a solid foundation for the future.

Please check out all the material on our website. If something prompts a question, please send us a quick email or call my office. We look forward to speaking with you.

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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.