Peak Financial Group
Contact
- Address
- 1900 Front Street Suite 101, Lynden, Washington, 98264
- Phone
- (360) 389-5386
- Website
- yourpeakfinancial.com/
Business Hours
| Sunday | Closed |
|---|---|
| Monday | 08:00am – 05:00pm |
| Tuesday | 08:00am – 05:00pm |
| Wednesday | 08:00am – 05:00pm |
| Thursday | 08:00am – 05:00pm |
| Friday | 08:00am – 05:00pm |
| Saturday | Closed |
Description
Peak Financial Group, located in Lynden, WA, is a comprehensive financial advising firm dedicated to helping clients achieve their financial goals. As trusted financial planners, we offer a wide range of investment services tailored to meet individual needs. Our expertise spans various areas, including retirement planning, tax strategies, and estate planning. We specialize in diverse investment options such as bonds, common stocks, and government securities. Our team assists clients with various IRA accounts, including Traditional, Roth, SEP, and SIMPLE IRAs, as well as brokerage accounts and 401(k) planning. We also offer guidance on 403(b) plans, college savings, and money purchase plans.