Fleck Financial330-665-0614
CLOSED NOW - Opens at 8:00am
CLOSED NOW - Opens at 8:00am
484 South Miller Road, Akron, OH 44333
Fleck Financial is an independent financial services organization that can provide fee-based and commission-based services depending on your needs and preferences.
Being independent allows us to offer the best investment vehicles and insurance products to reach your desired results.
The Financial Planning Process first begins with a no cost and no obligation consultation to determine your personal goals and needs. After an in-depth analysis of your current situation, we provide you with the appropriate strategies and assist you with the implementation of a solid and successful plan.
We firmly believe this is just the beginning of the financial planning process and commit to having periodic reviews to make any necessary adjustments.
All solid financial plans begin with appropriate insurance protection. We focus on protecting your assets through the following types of insurances:
- Disability
- Life
- Long Term Care
- Health
When reviewing your investment portfolio, we seek to improve your overall bottom line performance (net of fees, charges, & taxes) compared to current holdings, while limiting risk through diversification and minimizing overlap. We will use any of the following investment vehicles:
- Mutual Funds
- Stocks
- Bonds
- Variable Annuities
- Fixed Annuities
- Seperately Managed Accounts
- IRA's - Traditional, Roth, and Education
- Retirement Plans - 401k, Simple, SEP, 403b, TSA
- 529 College Plans
- Brokerage Accounts
At Fleck Financial, we understand how important it is to achieve your financial goals and look forward to helping you achieve yours!
More Business Info
HELPING YOU WIN with your investments!
- BBB Rating
- Hours
- Regular Hours
Mon - Fri: Sun Closed - Services/Products
- We provide financial planning for physicians, professionals, business owners, executives, and retirees. At Fleck Financial, we believe honesty and integrity will develop the trust to build a lifelong relationship with our clients. We are committed to providing you the service you want and deserve from a financial advisor. Our mission is to assist you in protecting yourself, your family, and your business from unexpected events and help you achieve your financial goals. We can help you with retirement planning, college savings, or estate planning by providing you with the best personalized attention to meet your goals, needs, and objectives. We believe Financial Planning is a continuous process that requires periodic reviews to make any necessary adjustments to your personalized plan. Whether you are interested in reviewing your current financial plan, need a review of your existing insurances, or are looking to consolidate your investments, please contact us.
- Payment method
- check
- Location
- Financial Planning, Financial Services, Financial Consultant, Financial Planner, Investment Advisor, Investment Advisory, Investments, Asset Allocation, Risk Tolerance, Estate Planning, Rollovers, IRA's, Life Insurance, Disability Insurance, Lon
- Neighborhood
- Fairlawn Heights
- Associations
- NAIFA, Financial Services Institute
- Categories
- Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Life Insurance