Peltz Financial SVC.

The foundation for investing starts with appropriate financial strategies; setting goals, establishing a budget, gathering financial records and knowing your net worth. The financial service process starts with gathering information. For the financial professional to do his or her job, that person must know your present financial structure, your goals and risk tolerance.

Insurance The President of Peltz Financial SVC. is CLAUDE PELTZ Business classifications
SIC (US 1987) : Claude Peltz, President of Peltz Financial Services, has been a trusted insurance professional representing his clients for over thirty years.
After receiving his degree in political science from Northeastern University in 1979, Peltz began his career with Mutual of Omaha, earning the National Health Rookie of the Year award. In 1986 he formed his own independent insurance agency, Peltz Financial Services.
Claude is dedicated to professional excellence, as indicated by his pursuit of continued industry education. He has achieved the highly regarded designations of CLU (Chartered Life Underwriter), ChFC (Chartered Financial Consultant), and RHU (Registered Health Underwriter). He is committed to his profession, but more importantly, Claude is committed to his clients. Customer service and satisfaction are his top priorities.