Keith Dumas

Keith Dumas [ChFEBC℠]

353 E Main Street
Bridgeport, WV 26330

Original Certification Date 4/4/2014

Organization: Peak Capital Group

Broker Dealer: Cambridge Investment Research

Phone: 304-626-3900
Cell: 304-669-5914
Fax: 304-848-9288

Email: keith@peakwv.com

Website: www.peakwv.com

States Currently Licensed: WV, TN, CA, GA

Primary Insurance Companies: We are independent. This means we work for you only! This freedom allows us to be able to offer unbiased advice and keeps us from any ties to proprietary products and companies. This Freedom allows us to listen to you and offer solutions based on your individual situation instead of having to pick from a list of predetermined possibilities. Freedom gives us access to global resources, advanced systems and top-notch technology which translates to better service for you.

Primary Investment Companies: We are independent. This means we work for you only! This freedom allows us to be able to offer unbiased advice and keeps us from any ties to proprietary products and companies. This Freedom allows us to listen to you and offer solutions based on your individual situation instead of having to pick from a list of predetermined possibilities. Freedom gives us access to global resources, advanced systems and top-notch technology which translates to better service for you.

Services: We manage and organized the financial affairs of our clients using a holistic approach to wealth management. By focusing on our “4 Cornerstones to Financial Freedom” we are able to clearly identify our clients feelings about money, objectives, desired lifestyles, and if their current path will allow them to reach or hinder these goals. We then evaluate each of the Cornerstones for adequacy and appropriateness relative to their feelings and desires and present them with a customized solution to help them achieve their goals.

Additional Information: Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Beacon Wealth Managment and Cambridge are not affiliated.