Data Protection

Peck Prioritizes Privacy & Security of Client Data

Working with large law firms and corporations we often interface with IT departments to demonstrate our commitment to data security; as such, Peck Financial is SOC 2 Type 2 certified. This process is a rigorous audit that evaluates our controls for data security, availability, processing integrity, confidentiality, and privacy. The SOC 2 Type 2 report provides detailed information about the effectiveness of these controls over a specified period, usually six months or longer.

This certification signifies that Peck Financial has demonstrated a commitment to protecting sensitive information from unauthorized access or breaches. Our clients can trust that their financial and medical data is handled by a service provider that adheres to industry best practices and prioritizes data security.

Peck Financial

7100 Camino Real
Suite 403
Boca Raton, FL 33433

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Securities Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer Member FINRA/SIPC. Peck Financial is independently owned and operated.

Peck Financial is a member of M Financial Group. Please go to for further details regarding this relationship.

Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.

For important information related to M Securities, refer to the M Securities' Client Relationship Summary (Form CRS) by navigating to

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.  

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