Peck Financial
Creative Risk Management Solutions
Innovators in insurance and risk management
For three generations, the Peck family has focused on developing and implementing creative risk management solutions designed for high income professionals and business owners.Â
In an ever-changing world, our clients rely on our experienced guidance when making important long-range planning decisions as well as fulfilling the ongoing administrative requirements.
We work with consultants and key stake holders to design and administer employer-sponsored insurance plans that provide key executives and high-earners coverage against disability, loss of life, and long-term care expenses.
Our Primary Focus
Executive Benefit Consulting and Administration
We work with consultants and key stake holders to design and administer employer-sponsored insurance plans that provide key executives and high-earners coverage against disability, loss of life, and long-term care expenses.
Private Client Insurance Design and Administration
Peck Financial became a member of the M Financial Group in 2010 and has become well versed in multi-life individual and excess disability insurance.
Securities Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer Member FINRA/SIPC. Peck Financial is independently owned and operated.
Peck Financial is a member of M Financial Group. Please go to www.mfin.com/DisclosureStatement for further details regarding this relationship.
Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.
For important information related to M Securities, refer to the M Securities' Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities
Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider. Â
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