After 17 years of providing outstanding retirement services for our clients, we are excited to announce Puritan Financial Group is now Peak Trust Financial Group. Although we have a new name, we continue to offer the same great financial planning and investment advice for the mature investor that we have since the the company’s inception.
Whether you are concerned income planning, investments, long-term healthcare needs or settlement assistance, we believe in old fashioned values by providing personal service and conscientious financial advice. For more information, visit us at www.peaktrustfinancial.com.*
*In the state of California, Peak Trust Financial Services is registered asa DBA under the name PTF Life Insurance Services.