Is Your Smart Money Specialist

Call Us

(918) 851-2853

Email Us

greg@peakfinancialllc.org

Visit Us

Park Towers

5314 S. Yale Ave. Suite 605

Tulsa, OK 74135

Call Us

(918) 851-2853

Email Us

greg@peakfinancialllc.org

Visit Us

Park Towers

5314 S. Yale Ave. Suite 605

Tulsa, OK 74135

 

Greg F. Peak Financial LLC Services & Planning

About Us

 Our Company Values

The future looks brighter when you’re more prepared. We’ll help you plan for what you expect to achieve in life — and any changes you may encounter along the way.

For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.

Our Clients Matter

We understand that every person is valuable and should receive the respect and honor they deserve. In this industry, relationships matter. You and your family are our priority, and we’re here to help provide both with a better future.

Service

We’re in the service industry, here to serve you professional guidance to help benefit your future and accomplish your goals. We will always be focused on pursuing business excellence.

Our Beliefs

The integrity of our company is a staple in our business model. We believe the truth is important, and don’t waiver on our beliefs. Being a fiduciary agency means that the services we provide must be ethical and trustworthy, and place a higher value on other people and their needs over our own.

Communication is Important

Building a relationship with our clients means communicating with them. We believe that in order for our business relationship to reach the full potential, we must provide a frequent, timely, truthful & relevant form of communication.

Executive Profile – Gregory F. Brinkman

Peak Financial LLC was founded by its namesake, Gregory F. Brinkman.

Mr. Brinkman has a deep background in Financial Advising Services, and was inspired to found the company in order to assist people in preparing for the future through holistic financial planning. Mr. Brinkman’s dedication to integrity and care for others are the foundation for the Peak Financial LLC company, resulting in helping clients to achieve their longterm financial goals.

For more information, visit his biographical profile page: Gregory Brinkman.

Gregory F. Brinkman