Peak Capital Management

Peak Capital Management in Jensen Beach, FL
953 NE Jensen Beach Blvd., Jensen Beach, FL 34957
(772) 334-9592

Contacts

Street address:
953 NE Jensen Beach Blvd.

City / suburb:
Jensen Beach

County:
Martin

State:
Florida

ZIP code:
34957

Phone:
(772) 334-9592 (Primary Phone)

E-mail:
mail@financialadvisorjensenbeach.com

GPS Longitude:
-80.239372253418

GPS Latitude:
27.2450904846191

Business description

We are a registered investment advising company offering the services of financial advisor, investment advisor, and financial planner.

Burleigh & Associates, Inc. dba Peak Capital Management is a registered investment advisor based in Jensen Beach, Florida. We were organized as a corporation under the laws of the State of Florida in 1993. We have been providing investment advisory services since 2007. D. Michael Burleigh, President/Owner started his career in the financial services industry in 1986. We focus our services on the educational process, which involves identifying your objectives, helping you understand your options and the associated risks, building your asset allocation and optimizing your investments, among other things. We strive to provide meaningful and balanced information. Specifically, we offer our clients a wide range of investment advisory services, including financial planning and consulting.

General information

Business data
Estimated number of employees: 2 to 4
City / suburb: Jensen Beach, FL
County: Martin
Products

investment advisor - finding services, investment management, pension plans, tax services, tax services, income planning, exchange traded funds, roll overs, 401 k planning, insurance, mutual funds, mutual funds, wealth management, securities, annuity services, annuities, life insurance, ira planning, retirement planning services, financial planner, financial advisor, retirement planning service

Brands

Financial Advisor, Investment Advisor, Financial Planner, Retirement Planning, IRA Planning.

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More details about this business

According to our records, this business is located at 953 NE Jensen Beach Blvd. in Jensen Beach (in Martin County), Florida 34957, the location GPS coordinates are: 27.2450904846191 (latitude), -80.239372253418 (longitude). Peak Capital Management is categorized under Certified Financial Planners. The company employs approximately 2 to 4 people. You can contact the company by phone at (772) 334-9592. Open from 9:00 am until 5:00 pm (Monday - Friday).
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Hours
Mon
9:00 am - 5:00 pm
Tue
9:00 am - 5:00 pm
Wed
9:00 am - 5:00 pm
Thu
9:00 am - 5:00 pm
Fri
9:00 am - 5:00 pm
Sat
Closed
Sun
Closed
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