Peak Securities Corporation

About Us

December 01, 2008 @ 01:32 PM

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Welcome to

Peak Securities Corporation

A Broker/Dealer and Registered Investment Advisory Firm

Peak Securities Corporation ("Peak" or the "Firm") is a full service, boutique broker/dealer with registered representatives and investment advisors nationwide who own and operate their own financial planning practices and can assist investors in meeting their investment objectives through a complete array of financial products, including stocks, bonds, mutual funds, fixed and variable annuities, insurance products and direct investment vehicles. As a full-service Broker/Dealer, Peak provides an extensive selection of products and services to both institutional and retail clients on a transactional basis. As a Registered Investment Advisory firm, Peak offers fee-based services to all types of clients. Peak Securities Corporation is a member firm of the Financial Industry Regulatory Authority ("FINRA") and the Securities Investors Protection Corporation ("SIPC").

Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Financial IQ Test

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Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

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Newsletters

What Would Warren Do?

Investors who are uncertain how to react to bad news and troubling economic indicators could find themselves making matters worse with wrong moves that serve only to make them feel better. How does the world's top investor, Warren Buffett, react to market volatility?

No Better Time Than Now

You may not associate this time of year with reviewing the beneficiaries on your life insurance policy — nonetheless, it can be a good time to take this important step.

In a Category All Its Own

Since exchange-traded funds (ETFs) were first introduced in 1993, interest in them has grown steadily.

Investing Can Be Funds

The popularity of mutual funds is not surprising, considering the benefits they can offer to investors. Some of these benefits could help make mutual funds an important part of your portfolio.

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Disclaimer: The information in this website is based on data gathered from what we believe are reliable sources. This Web site is intended to give you information, not investment advice. We do not guarantee its accuracy, nor completeness, and it is not intended as the primary basis for investment decisions. It should not be construed as advice meeting the particular investment needs of any investor. We may express opinions in this site and elsewhere about allocating investments between asset classes. This is NOT a specific investment recommendation to any person or entity. We do not make 'personal investment recommendations' to people or entities or to those who have engaged us expressly for the purpose of providing professional investment advisory and/or other financial advisory services. The process of making specific and personal investment recommendations involves a close understanding of our client's financial situtation.