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      Details

      HELPING YOU WIN with your investments!

      General Info

      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!

      HoursCLOSED NOW
      Regular Hours:
      Mon - Fri
      SunClosed

      Contact Info

      Phone:

      Main - 330-665-0614

      Address:
      484 South Miller Road Akron, OH 44333
      Email:

      Categories
      Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Life Insurance
      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 Options
      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
      Data provided by one or more of the following: Thryv, Data Axle, Yext.