Sky Peak Financial
At Sky Peak, we offer comprehensive financial strategies for individuals and business owners who are seeking financial independence. Our approach to financial planning is innovative. We assess your financial positioning using a team-based, holistic approach. We provide long term consulting, education, and guidance in numerous aspects of personal and business finance, as well as estate planning and tax management. Our mission is to successfully deliver value and quality to our clients.
As a firm, Sky Peak Financial is a bit of a hybrid: up front, we offer our clients a truly personalized feel, but with the backing of one of this country’s most admired fortune 100 companies. This allows us to deliver a highly personalized level of service combined with a true war chest of resources. At Sky Peak Financial we cater to successful individuals and their families as well as businesses and organizations. Our owner, Jeremy Lindquist, has more than 18 years of experience in finance. As he was working and building his practice he was introduced to Commonwealth Financial Group out of Boston, Ma. Commonwealth Financial Group has been instrumental in working with Jeremy and his company to introduce a process that is able to reach a significantly underserved segment of the market: The business owner market. Jeremy’s goal has been to create a firm where today’s business owner can sit across the table from an advisor who truly understands, from a holistic viewpoint, all of the nuances that come with working towards financial independence while trying to run a business. Sky Peak Financial has embraced that goal and put it into practice.
Address: 23A West Webster Street, Manchester, New Hampshire 03104, USA
Phone: +1 603 782 3005
FAX: +1 603 782 5629
