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Business Profile

Financial Services

Peak American Investment Advisors, Inc.
BBB Accredited BusinessA+Rated by BBB
Visit Website(800) 513-3243Write a Review

About

Overview

Peak American Investment Advisors, Inc.

2800 Dallas Pkwy STE 360

Plano, TX 75093-5993

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See Hours
Operating Hours
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM

BBB Accreditation & Rating

Peak American Investment Advisors, Inc. is BBB Accredited.

This business has committed to upholding the BBB Standards for Trust.

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About This Business

Peak American Financial provides investment advisory and financial planning services, including retirement planning, trusts and wills, life insurance, and tax strategies. The company assists clients with wealth management and estate planning solutions.

BBB Accredited Since: 11/5/2007

Years in Business: 19

Products and Services

Estate Planning, Events, Financial Planning, Investment Advisory, Investments, Life Insurance, Retirement Planning, Tax Strategies, Trusts & Wills, Wealth Management, Workshops

Business Details

Local BBB:
BBB serving North Central Texas
BBB File Opened:
11/5/2007
Business Started:
4/3/2007
Business Started Locally:
4/3/2007
Business Incorporated:
4/3/2007
Type of Entity:
Corporation
Alternate Names:
PTF Investment Advisors, Inc.
Business Management:
Mr. Parker Adas, Marketing Manager

Additional Contact Information

Principal Contacts
Mr. Parker Adas, Marketing Manager
Customer Contacts
Mr. Parker Adas, Marketing Manager
Mr. Kenneth Phillips, Director
Mr. Matthew McIntyre, President
Mr. Jared A Levy, Chief Markets Strategist
Additional Phone Numbers
Other Phone: (972) 380-1119
Additional Websites
puritanlifeinsurance.com
peakamericanfinancial.com...

Additional Information

Other Resources
FINRA - Financial Industry Regulatory Authority
1700 K Street, NW
Washington DC 20006
U.S. Securities and Exchange Commission
100 F Street, NE
Washington DC 20549
Phone Number: (202) 551-6551
https://www.sec.gov/
Business Categories
Financial Services, Financial Planning Consultants, Investment Advisory Services

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When considering complaint information, please consider the company's size and volume of transactions. Note that the nature of complaints and a company’s responses to them are often more important than the number of complaints. BBB Business Profiles generally cover a three-year reporting period.