Mountain Peak Wealth Solutions Company Profile, Contacts & Intelligence

Financial ServicesUnited States13 employeesFounded 1993
3 contacts with email or phone data3 with email data1 with phone data
View verified contacts Compare competitors
Employees
13
Company source estimate
Reachable Contacts
3
Visible contacts with email or phone data
Contacts With Email
3
3 of 4 visible contacts

Mountain Peak Wealth Solutions Overview

As NW natives, we've served OR, WA, and MT for decades, with long-time clients across the Pacific Northwest. Productive financial conversations happen outdoors: mountains, lakes, campfires, or beaches. We serve quietly, letting results speak. To us, pride lies in relationships and loyalty, not just numbers. Our partnership with True Path Financial and National Life Group sets us apart. National Life Group is mission-driven, providing stability and peace of mind to families for over 175 years. This relationship has allowed us to grow exponentially and remain focused on our goals. In turn, our financial professionals have effectively established rewarding relationships that help clients, as National Life's slogan promises, Experience Life®. Securities and investment advisory services are offered solely by Equity Services, Inc. (ESI), Member FINRA(FINRA.org)/SIPC(SIPC.org) SIPC. One National Life Drive, Montpelier, VT 05604. (800) 344-7437. Mountain Peak Wealth Solutions is Independent of Equity Services, Inc. In CO, MO, NH, and WI, operates as Vermont Equity Services, Inc. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct business in New York. National Life Group® is a trade name of National Life Insurance Company founded in Montpelier, VT in 1848, and its affiliates. TC134147(0623)P

Headquarters
United States
Website
www.mountainpeakws.com
Industry
Financial Services
Founded
1993
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Tax Strategies College Accumulation Planning Employee & Executive Benefits Risk Management Strategies Financial Planning Advisory Services Investment Services Retirement Planning 401k Estate Planning Strategies

Mountain Peak Wealth Solutions Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

3 contacts with contact data
3 with email data and 1 with phone data in the visible sample.

Mountain Peak Wealth Solutions People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

C
Charles Warren, Jd
Financial Services Professional
G
Gerald Miller
Financial Services Professional
E
J
Jared Zuege
Mountain Peak Wealth Solutions
EP
J
Jimmy Barnes
CEO at True Path Financial and Mountain
E

Mountain Peak Wealth Solutions Workforce Composition

Seniority breakdown across 4 visible profiles.

Individual contributor
3
Executive
1

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