Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar

Stephen P

Series 63

Needham, MA

Stephen H. Peck Employee Benefits Solutions

Stephen Peck is the sole advisor at Stephen H. Peck Employee Benefits Solutions in Needham, MA, with over 30 years of experience in employee benefits. He holds a Series 63 designation and has worked with multiple benefits firms since 1989, including his current practice established in 2011. His career has focused on consulting and brokerage for employee health and ancillary insurance. Stephen H. Peck Employee Benefits Solutions serves for-profit and not-for-profit organizations by providing brokerage and consulting services for employee health, dental, and ancillary insurance. The firm refers clients seeking retirement investment guidance to independent wealth management representatives and does not manage plan assets or charge asset-based fees.

Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)