Broker Check

Matthew Peak

CMFC

Financial Advisor

860-432-8111

155 Main Street, Suite 3
Manchester, CT 06042

It begins with a plan 

It begins with a plan 

Many of life's great journeys share something in common: they start with a thoughtful plan. Your financial journey is no different.

Learn about the planning process
Wealth Management Site

Wealth Management Site

Organize your financial life with a consolidated view of your accounts, transaction and investments. Work directly with me to set budgets and create a plan to pursue your financial goals.

Learn about the Wealth Management Site

Products & Services

Individual Retirement Plans

Individual Retirement Plans

Business Retirement Plans

Business Retirement Plans

Financial Planning Services

Financial Planning Services

Investments

Investments

Advisory Programs

Advisory Programs

Insurance

Insurance

Education Saving

Education Saving

Gifting or Giving Strategies

Gifting or Giving Strategies

Helpful content

I offer a full library of resources to help boost your financial planning knowledge.

<p>Social Security: Maximizing Benefits</p>

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Learn More
<p>Trends in Charitable Giving</p>

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Learn More
<p>The Facts About Income Tax</p>

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Learn More

Questions? Let's connect.

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