Flick Financial | Financial Planning/Wealth Management





Trusted Advice Since 1957

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.

Experience Matters

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.

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