Sky Peak Financial
Contact Information
-
Address
930 S Harbor City Blvd # 503, Palm Bay, FL -
Phone
(603) 782-3005 -
Website
skypeakfinancial.com
Location
About Sky Peak Financial
Sky Peak Financial is a Financial Planner in Palm Bay, FL. The firm provides comprehensive financial strategies for individuals, families, and business owners seeking financial independence. Services include long-term consulting, education, and guidance in personal and business finance, estate planning, and tax management strategies. The firm operates under an efficiency planning model that includes accumulation, distribution, and preservation for individuals, and macro-planning for businesses. It holds a 5.00 rating based on customer reviews.
Sky Peak Financial is a holistic, team-based, fee-based financial planning firm where owner Jeremy Lindquist works closely with each client to identify opportunities to enhance the economic efficiency of their business and personal finances. The firm caters to successful individuals and their families as well as businesses and organizations. Amber Lindquist serves as the Client Relationship Coordinator. Through its partnership with Commonwealth Financial Group, a general agency of MassMutual, the firm has access to specialists including Dan Murphy, Head of Wealth Strategy; Andrew Gordon, Advanced Planning Strategist; Todd Seresky, Investment Planning Strategist; and Noah Klar, Design Center Analyst. These individuals are employees of Commonwealth Financial Group, not Sky Peak Financial. The firm also references access to Certified Family Business Specialists, Advanced Case Design Teams, Business Valuation Teams, Trust and Estate Planning Departments, Risk Management Product Specialists, Investment Specialists, Retirement Planning Specialists, and Group Benefits Departments. The firm notes it does not provide qualified business valuations.
The firm provides specialized financial strategies for individuals and organizations in Palm Bay, FL.
Sky Peak Financial holds a Technical score of 88 out of 100 in BizScoreAI results, which ensures the website is technically sound, secure, and indexable so search engines can read it without errors. The business also achieves a Discoverability score of 75 out of 100 in BizScoreAI results, confirming that AI crawlers are allowed to find every page of the website, which is the first step before any AI assistant can recommend the firm.
Score Summary
BizScoreAI scanned the website skypeakfinancial.com on July 2, 2026. Sky Peak Financial has a BizScore of 53 out of 100.
- AI Visibility34 out of 100
- SEO76 out of 100
- Google rating5.0 out of 5
AI visibility scan by category: AI Discovery 10 of 25 points, Structured Data 8 of 25 points, Content Readiness 7 of 30 points, AI Trust Signals 14 of 20 points.
Website audit sub-scores (out of 100): On-Page 71, Technical 88, Performance 78, Content 50.
Strengths: 6 checks passed. AI Crawler Access, AI Content Blocking, Organization Schema, Meta Description, About/Team Page, XML Sitemap.
Areas to improve: 11 checks. llms.txt (failed), FAQPage Schema (failed), Google Business Profile Link (failed), Third-Party Review Links (failed), Q&A Content (failed), Speakable Schema (warning), LocalBusiness Schema (warning), Hyperlocal Targeting (warning), Local Multimedia (warning), AI-Parseable Headings (warning), Author Signals (warning).
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Browse: Businesses in Palm Bay, FL · Financial Planner in Florida · Businesses in Florida
AI engine reads
Read by AI engines 4 times in the last 30 days.
Counted from AI crawler and assistant visits to this page, identified by user agent.
See the full AI visibility report for this business