Peak American Investment Advisors Revenue
Financial Services • 
2400 N Dallas Pkwy, 100, United States • 21-50 Employees
Peak American Investment Advisors revenue & valuation
| Annual revenue | $3,764,420 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $12,100,000 |
| Total funding | No funding |
Key Contacts at Peak American Investment Advisors
Matthew Mcintyre
Ceo Peak Trust Financial Companies
Tracie Jones
Director Of Client Experience & Engagement
Anthony L.
Regional Sales Director
Company overview
| Headquarters | 2400 N Dallas Pkwy, 100, Plano, Texas 75093, US |
| Phone number | +18005133243 |
| Website | |
| NAICS | 52 |
| Keywords | Investments, Insurance, Annuities, Retirement Planning, Wealth Managment, Guaranteed Income, Tax-Efficient Wealth Transfer |
| Founded | 1994 |
| Employees | 21-50 |
| Socials |
Peak American Investment Advisors Email Formats
Peak American Investment Advisors uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@peak-team.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@peak-team.com | 100% |
About 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
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Peak American Investment Advisors has 26 employees across 6 departments.
Departments
Number of employees
Funding Data
Peak American Investment Advisors has never raised funding before.
Peak American Investment Advisors Tech Stack
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Frequently asked questions
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