Kevin M. O'Brien,  CFP<sup>&reg;</sup> - Financial Advisor

Kevin M. O'Brien, CFP®

President

Peak Financial Services, Inc.

290 W Main St, Ste 5
Northborough, MA 01532-2164
FINANCIAL ADVISOR'S WEBSITE
(508) 922-3872 CONNECT WITH Kevin
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General

Kevin O'Brien is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Peak Financial Services, Inc. in Northborough, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 31, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Chartered Advisor in Philanthropy

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Insurance, Job Loss, Retirement, Long-term Care, Succession Planning, Sudden Wealth, Special Needs, Women's Finances

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