PECK FINANCIAL INC
BOCA RATON, FLORIDA

About Our Firm Peck Financial has two primary practice areas: The firm’s Private Client Group grew organically out of the Executive Benefit practice to serve the needs of executives and their families around the world. This division helps busy executives make effective risk management decisions with the little time they have available. We study their employer provided coverage and coordinate with their existing personal insurance arrangements to design comprehensive and cost effective risk management, retirement and estate planning strategies. Our clients almost always stay with us even when they change jobs. We are often one of their first phone calls during a transition to make sure they don't miss something when moving to the next opportunity or phase in their lives. About 80% of our business is referred by other advisors who have senior level relationships but require a specialist to work alongside them and help manage the intricacies of these plans over the long term. Many of our corporate clients have been with us for more than fifteen years. The Peck name has been synonymous with Insurance and Risk Management solutions for almost five decades. In an ever changing world, our clients rely on our expert guidance when making important long range planning decisions as well as fulfilling the ongoing administrative requirements. &copy 2014 | Peck Financial 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 Firm of M Financial Group. Please go to