PEAK American Financial (formerly Puritan Financial Group) has provided simple, yet impactful retirement, wealth, and insurance services for our clients for nearly 30 years. We pride ourselves on providing smart financial advice for the masses and strive to treat all of our clients like family. PEAK is here to serve the community and help all the hard workers, overachievers, and those who want to carry on their legacy, preserve, grow, and protect their wealth.
From retirement income planning and investment strategy to long-term healthcare needs or settlement assistance, we believe in old-fashioned values by providing uniquely personal service and conscientious financial advice in a world where human interaction is fading.
For more information, visit us at www.peakamericanfinancial.com
*In the state of California, PEAK American Financial Services is registered as a DBA under the name PEAK American Life Insurance Services
Company Details
- Employees
- 39
- Founded
- 1994
- Address
- 2800 N Dallas Pkwy,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Retirement Planning, Tax-Efficient Wealth Transfer, Investments, Guaranteed Income, annuities, wealth managment, insurance.
- HQ
- Plano, Texas
- Competitors
- TruAmerica Multifamily, Marquette Financial Companies, Dash Investments, Westminster Financial Companies, KB Financial, a OneDigital Company, Michigan Financial Companies, Puritan Financial Companies, Inc., Fidelity National Financial Family of Companies - Florida Agency, Mainline Capital Investment Associates, LLC., Sammons Financial Group Companies.
Peak American Financial Companies, Inc. Questions
Peak American Financial Companies, Inc.'s website is http://www.peakamericanfinancial.com
Peak American Financial Companies, Inc.'s LinkedIn profile is https://www.linkedin.com/company/peakamerican
Peak American Financial Companies, Inc. has
39 employees.
View email and phone details for 39
employees at Peak American Financial Companies, Inc..
Peak American Financial Companies, Inc.'s industry is
Financial Services
Peak American Financial Companies, Inc.'s top competitors are
Truamerica Multifamily,
Marquette Financial Companies,
Dash Investments,
Westminster Financial Companies,
Kb Financial, A Onedigital Company,
Michigan Financial Companies,
Puritan Financial Companies, Inc.,
Fidelity National Financial Family Of Companies - Florida Agency,
Mainline Capital Investment Associates, Llc.,
Sammons Financial Group Companies.
Peak American Financial Companies, Inc.'s categories are Financial Services
Peak American Financial Companies, Inc.'s founding year is 1994
