Peak Financial Corporation is a financial planning and portfolio management firm that prides itself on unparalleled service and performance. We are committed to providing unbiased advice and prudent strategies for investing and building predictable retirement plans.
Our financial advisor services are always tailored to your unique needs. We provide estate planning, risk management, cash flow analysis, investment management, retirement planning, and tax planning and management. Our integrated approach allows us to serve you without compromise.
We do not work on a fee basis, so you are never inhibited from calling when you need to. We are paid exclusively from our carriers and no fees will ever be paid from your accounts. Our reward is satisfied clients!
At Peak Financial Corporation we treat our clients with courtesy and integrity. We guarantee realistic, honest financial advice that achieves results without risking your hard-earned money. We will lead you on a course to financial freedom. Our years of experience and notable expertise ensure that your financial future is in good hands with Financial Advisor Jay J. Peak.
Call Us Today at (844) Jay-Peak
Meet Your Financial Planning Expert
Jay J. Peak offers premier retirement services to clients seeking prudent financial solutions to their needs. Individuals, families and businesses comprise his clientele. Their common thread is one of having an accessible, honest and exceptional executive who oversees their life insurance and financial portfolio management.
As an independent financial advisor, Jay`s job is to listen to people`s needs, help them identify their financial planning objectives and then specifically tailor an array of products to accomplish those goals. His education, licensure, on-going training and continued monitoring of current market developments enable him to provide outstanding service.
A fourth generation Oklahoman, Jay comes from a family that pre-dates statehood. His deep-rooted heritage is filled with role models in business, agriculture, politics, military service and public service. His positive approach to life is based on integrity and conservative values.
Jay was raised in Oklahoma City and has over 10 years of experience in safe money strategies. Jay believes that honesty, integrity and positive relationships are more important than anything.
When Jay established Peak Financial Corporation, he set out with an objective to help clients eliminate as much confusion as possible in their financial planning.
Peak Financial Corporation and Jay are very diligent in helping their customers achieve their long-term financial objectives by utilizing insurance products. Jay believes everyone should have someone with honesty, integrity and a commitment to help make things simpler and easier to understand.