Aurthur J Gallagher

Greg Brinkman at Peak Financial assists clients in financial planning by educating about the options available for life insurance, passing on tax-free benefits in estate planning, determining optimal time to apply for Social Security, making insurance and medicare decisions, safeguarding wealth and savings, insulating against inflation and recessions, and various types of annuities for protecting retirement investments.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.