Peak American Investment Advisors

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