Flick Financial is a modern wealth and investment management firm with a storied history. From in-depth phone calls, face-to-face meetings, and spending the time to get to know you on a personal level—it’s the connections that count.
Making a Real Difference for You with Proactive Guidance
Flick Financial combines a genuine, caring approach with the latest innovative wealth and investment management solutions to bring you the best of both worlds.
You only retire once, but we’ve helped hundreds of clients successfully transition into retirement. You can rely on our knowledge, skills, and years of experience.
Our Team Is Your Strength
At Flick Financial, you can rely on our team approach. We each bring our individual skills and strengths in planning, insurance, investments, and more, to develop a cohesive strategy for pursuing your financial goals.
Let’s Take the First Step Together
It starts with your complimentary in-person or phone consultation with an experienced financial advisor.