John Congdon

Client Solutions Manager at Peak Trust Financial Companies, Inc. - Plano, TX, US

John Congdon's Colleagues at Peak Trust Financial Companies, Inc.
Derrick Israel

Central Solutions Manager

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Keith Petersen

Client Solutions Manager

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Vincent Reyes

Solutions Manager

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Paul Crooks

Fort Worth Metroplex - Chief Operating Officer

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Justin Mcclain

Investment Advisor

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Matt Hepburn

Investment Advisor

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Matthew McIntyre

Chief Executive Officer

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Peak Trust Financial Companies, Inc.
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Peak Trust Financial Companies, Inc.

Plano, TX, US • 100 - 249 Employees
Financial Services

After over 20 years of providing outstanding retirement services for our clients, we are excited to announce Puritan Financial Group is now Peak American 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 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.peakamericanfinancial.com.**In the state of California, Peak American Financial Services is registered as a DBA under the name PTF Life Insurance Services

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Frequently Asked Questions about John Congdon
John Congdon currently works for Peak American Financial Companies, Inc.
John Congdon's role at Peak American Financial Companies, Inc is Client Solutions Manager.
John Congdon's email address is ***@peakamericanfinancial.com. To view John Congdon's full email address, please signup to ConnectPlex.
John Congdon works in the Financial Services industry.
John Congdon's colleagues at Peak Trust Financial Companies, Inc. are Derrick Israel, Keith Petersen, Vincent Reyes, Paul Crooks, Justin Mcclain, Matt Hepburn, Matthew McIntyre and others.
John Congdon's phone number is null
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