Data Protection
Peck Prioritizes Privacy & Security of Client Data
Working with large law firms and corporations we often interface with IT departments to demonstrate our commitment to data security; as such, Peck Financial is SOC 2 Type 2 certified. This process is a rigorous audit that evaluates our controls for data security, availability, processing integrity, confidentiality, and privacy. The SOC 2 Type 2 report provides detailed information about the effectiveness of these controls over a specified period, usually six months or longer.
This certification signifies that Peck Financial has demonstrated a commitment to protecting sensitive information from unauthorized access or breaches. Our clients can trust that their financial and medical data is handled by a service provider that adheres to industry best practices and prioritizes data security.
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
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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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