Peak Mountain Advisors Employee Directory
Financial ServicesConnecticut, United States2-10 Employees
Peak Mountain Advisors is a small financial services firm based in Hartford, Connecticut. It offers strategies designed to help individuals and businesses accumulate and protect wealth by first understanding each client's needs and goals, then building a tailored plan to pursue them. Securities are offered through Kestra Investment Services, LLC, and investment advisory services are provided through Kestra Advisory Services, LLC, both affiliates of Kestra, and not affiliated with Peak Mountain Advisors. The firm also notes that it does not provide tax or legal advice.