Company Overview
- Headquarters
- 7887 E Belleview Ave, Cherry Creek CO
- Website
- peakplan.com
- Employees
- 3
- Industry
- Financial Services
Financials & Stats
Revenue
$3B
Who is Peak Planning Group
Peak Planning Group is a trusted financial advisory firm based in Denver, Colorado. The company, founded by Louis 'PJ' Patierno, employs four dedicated professionals and has generated $2.5 million in revenue. Peak Planning Group provides personalized financial advice to clients, helping them navigate complex financial decisions and achieve their financial goals. Their expertise spans a range of financial services, catering to the diverse needs of individuals and families. With over 25 years of experience, Peak Planning Group has cultivated a reputation for integrity, transparency, and personalized service. Their team of advisors takes the time to understand each client's unique circumstances and develop tailored financial strategies. Clients interested in learning more about Peak Planning Group's services can visit their website at peakplan.com.
Peak Planning Group Industry Tags
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|---|---|---|---|---|
| 3M | 1 | Scottsdale, AZ | 2012 | |
| 3M | 6 | Dallas, TX | 2014 | |
| 3M | 3 | Urban Honolulu, HI | ||
| 3M | 3 | Defiance, OH | 1995 | |
| 3M |