Our Associates
We are Peake Financial Group LLC, a financial services and insurance agency, with an outstanding 100 years of history. Our staff is a diversified professional team whose degrees and designations include:
- CFP-Certified Financial Planner
- ChFC-Chartered Financial Consultant
- RHU- Registered Health Underwriter
- CLU-Chartered Life Underwriter
- JD- Juris Doctor
- AEP- Accredited Estate Planner
- ACS- Associate of Customer Service
- IAA-Investment Advisor Associate
- CSA- Certified Senior Advisor
Many business owners and professionals rely on Peake Financial as a resource and a catalyst to help them achieve their goals.