no credit card required  No credit card. No commitment.
 5000 plus G2 reviews  5000+ G2 reviews
Company logo

HUB Retirement and Wealth Management (Formerly Peak Financial Group)

HUB Retirement and Wealth Management (Formerly Peak Financial Group)


HUB Retirement and Wealth Management (Formerly Peak Financial Group)'s financial review

Employees

12


HUB Retirement and Wealth Management (Formerly Peak Financial Group) information

HUB Retirement and Wealth Management, formerly Peak Financial Group, specializes in retirement plan consulting and services. Located in Houston Texas, the team collectively manages over $2.5 billion in corporate and governmental retirement plan assets. We have built a notable presence in the retirement plan marketplace by offering customized 401(k), 403(b), 457(b) and Nonqualifed plan advisory se...
HUB Retirement and Wealth Management, formerly Peak Financial Group, specializes in retirement plan consulting and services. Located in Houston Texas, the team collectively manages over $2.5 billion in corporate and governmental retirement plan assets. We have built a notable presence in the retirement plan marketplace by offering customized 401(k), 403(b), 457(b) and Nonqualifed plan advisory services to entities of all sizes. Now more than ever, retirement plans are under greater scrutiny. We work with plan sponsors and fiduciaries to create a sustainable, repeatable, & documented process, which in turn helps manage their fiduciary liability.Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, Member FINRA/SIPC, a registered investment advisor. Other advisory services offered through Global Retirement Partners, LLC (GRP), and HUB International Investment Advisor Services LLC (HIIA), both SEC registered investment advisors. GRP, HIIA and HUB Retirement and Wealth Management are separate and non-affiliated with LPL Financial. We are licensed to sell insurance in the following jurisdictions: Texas, Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Kansas, Indiana, Louisiana, Maryland, New Mexico, Ohio and Pennsylvania.The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: Texas, Arizona, California, Colorado, Indiana, Louisiana, Maine, Maryland, Ohio and Pennsylvania.*California Insurance Licensing (Janine J. Moore), State of Domicile: Texas. CA Insurance License #OE31384Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

HUB Retirement and Wealth Management (Formerly Peak Financial Group) industries

Retirement plan consulting & wealth management
Financial services

HUB Retirement and Wealth Management (Formerly Peak Financial Group)'s financial review

Employees

12

Technologies

Domain Name Services
Email Providers
CSS and JavaScript Libraries
CSS and JavaScript Libraries

Notable Alumni

Martha Rios
Retirement Education Specialist at Voya Financial
Voya Financial

Employees

Client Service Associate
Client Service Associate
Retirement Consultant

Prospect on LinkedIn

Find verified emails and direct dial mobile numbers of contacts on LinkedIn, and sync them with your CRM instantly
Download ExtensionRepresents linkedin prospector
Browse Apollo's Directories

Why our clients choose Apollo

“Apollo completely changed the game for us. It allowed us to identify relevant targets that are ready to scale and reach out to them at the exact right time.”
Image of Erik Straub

Erik Straub

Head of Product, Kickfurther

“Using Apollo.io, we've solved the biggest problem for every business, the lead problem. We are now constrained by sales time and no longer lack interested prospects.”
Image of Michael Transon

Michael Transon

CEO, Victorious

Apollo gives you all the company insights you need

Free to get started, easy to add your whole sales team, commit to monthly or annual plans. We make it easy to get started.