Carole J.A. Peck
Carole Peck Financial Center
This advisor will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: $250,000
Minimum client income required: No minimum required
Title: President
Offering advice since: 1987
Areas of expertise:
- Annuities
- Business planning
- Divorce planning
- Charitable and Planned Giving
- Elder Issues (long-term care, pre-mortem planning)
- Educational Planning
- Estate Planning/Wills
- Insurance (risk management, disability insurance)
- Life Planning
- Portfolio Management
- Retirement Planning
- Securities
- Stocks and Bonds
- Tax Planning
Further information about Carole J.A. Peck:
Carole Peck Financial Center is a fee based, independent wealth management firm, providing unbiased research and investment strategies based on the life planning objectives of our clients. We are a full service planning center here to help you.
Compensation and Fee Structures:
Fee based portfolio management. Other financial planning services are available to non-clients.
Licenses, Certifications & Affiliations:
2007 Past President Financial Planning Association of Southwest Florida
2006 - 2008 FIVE STAR Wealth Manager "Best In Client Satisfaction" Award
Active Volunteer at Humane Society of Naples
Education:
BA Cum Laude in Russian Language Studies, University of Massachusetts, Amherst, MA
MBA in Finance from DePaul University, Chicago, IL
CFP from College of Financial Planning Denver, CO
Graduate of National Institute for Estate Planners
Will provide references upon request?
Yes
Contact Information for Carole J.A. Peck
Phone: (239) 949-7100
Please support us by letting this advisor know you found them through Boomerater
Fax: (239) 949-7102
Address for Carole J.A. Peck:
3521 Bonita Bay Blvd
Bonita Springs, FL, 34134
Request a COMPLIMENTARY consultation from this advisor!
Fill out the form at the top of the page
This listing is intended for informational purposes only and does not constitute an offer to sell or an offer to buy any security. Boomerater.com is in no way affiliated with or recommending any of the advisors listed in our database, and Boomerater.com is not responsible for any errors regarding the information displayed on this website. Please verify all information prior to selecting an advisor.
Have Carole J.A. Peck contact you
Do not submit account or other confidential information via this form.
