Michael is the President of PEB Financial Services, having founded it in 1978. He is a Registered Representative with H. Beck, Inc. Michael has an M.A. from Loyola University and completed the OPM program at Harvard University Graduate School of Business Administration. Michael is also listed in the national register of Who's Who in Executives and Businesses.
Susan is a Registered Representative with H. Beck, Inc. She has been associated with PEB since 1983. As a Retirement Specialist, she has extensive experience assisting individual and corporate clients in help developing retirement strategies. Jeff is a Registered Representative with H. Beck, Inc. He has an MBA from Pepperdine University and a Bachelor's Degree in Economics from Illinois State University.
Susan is a Registered Representative with H. Beck, Inc. She has been associated with PEB since 1983. As a Retirement Specialist, she has extensive experience assisting individual and corporate clients in help developing retirement strategies. Jeff is a Registered Representative with H. Beck, Inc. He has an MBA from Pepperdine University and a Bachelor's Degree in Economics from Illinois State University.
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We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Most importantly we hope you see the value of working with our friendly and highly skilled professional staff to pursue your financial goals.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
Among the lessons of the recent financial crisis is the need for virtually everyone - young and old - to acquire a basic knowledge of finance and economics. These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts. Select one of the flipbooks below and click the image to view it.
These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts and current events. Choose any of the videos below and then click the start arrow to watch. Dollar-cost averaging is a disciplined investing approach and is one way to ride out market fluctuations.
Annuities are designed to meet long-term goals such as retirement and the earnings typically accumulate tax deferred. For more information about annuities and how they may apply to your individual financial situation, please consult your financial representative and/or your tax advisor. Would you like your annuity to generate a fixed income, or are you comfortable with variable returns?
Reviews (1)
A. T.
May 23, 2019
Report
I interviewed with Michael & Susan of PEB Financial Services. I completed a writing test & was told I would be contacted upon them making their decision. Michael left a voicemail 2 days later asking for an, "Alejandro".
???
I phoned back asking for clarification. Michael did not return my call.
Michael then calls me TWO more times, not leaving a voice mail. Annoyed, because I recognized the number, I phoned back yet again asking what he wanted. Begrudgingly, he asks me if I had found work yet. I replied back just as dryly, "No."
He continues -- real dry,
???
I phoned back asking for clarification. Michael did not return my call.
Michael then calls me TWO more times, not leaving a voice mail. Annoyed, because I recognized the number, I phoned back yet again asking what he wanted. Begrudgingly, he asks me if I had found work yet. I replied back just as dryly, "No."
He continues -- real dry,
