PECK FINANCIAL INC
BOCA RATON, FLORIDA

PECK FINANCIAL INC is a distinguished firm specializing in Private Client Group services and Executive Benefit practices, rooted in over four decades of expertise in Insurance and Risk Management solutions. Founded on December 11, 2017, and incorporated in Florida under the Filed Number P17000097426, Peck Financial's base is strategically located at 7100 W. Camino Real, Suite 403, Boca Raton, FL, a city within Palm Beach County. The firm’s Private Client Group has evolved to address the complex needs of executives and their families globally, focusing on comprehensive risk management, retirement planning, and estate strategies tailored for high-net-worth individuals with limited time. Peck Financial is renowned for maintaining enduring client relationships that often span over fifteen years, even as clients transition through various professional phases. Notably, approximately 80% of the business originates from referrals provided by advisors who seek specialized assistance in managing sophisticated plans, underlining the firm’s reputable position within corporate circles. The Peck name consistently assures expertise and reliability, assisting clients not only with long-term planning but also addressing continuous administrative duties. As an independently owned entity operating as a Member Firm of M Financial Group, Peck Financial offers its services through M Holdings Securities, Inc., which is a registered broker/dealer affiliated with FINRA/SIPC. The firm prides itself on up-to-date regulatory compliance, evidenced by its latest annual report dated February 7, 2024. Randall Peck serves as the President/Secretary/Treasurer (“PST”). Prospective clients and partners can learn more or initiate contact through multiple phone lines at (800) 566-0642 or explore additional resources on their official website at peckfinancial.com.