ABOUT OUR FIRM

Peck Financial has two primary practice areas

Our Story

Peck Financial is an established industry leader specializing in executive benefit solutions. For more than 30 years our core business has focused on developing and administering employer-sponsored executive disability, life, and long-term care insurance plans. While these plans have become more common in recent years, our clients consistently remark on our responsiveness and unmatched customer service.

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Peck History

For three generations, the Peck family has focused on developing and implementing creative risk management solutions designed for high income professionals and business owners. In an ever-changing world, our clients rely on our experienced guidance when making important long-range planning decisions as well as fulfilling ongoing administrative requirements.

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Our Primary Focus

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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 business partners coverage against disability, loss of life, and long-term care expenses.

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Private Client Insurance Design and Administration

Executives appreciate their company sponsored benefits more when they understand how they can help achieve their planning goals.

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Peck Financial

7100 Camino Real
Suite 403
Boca Raton, FL 33433

Careers

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.

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