Our Story

More Than 150 Years of Combined Experience

We’ve been serving the needs of hard-working families and business owners for decades and will bring a meaningful focus to your total wealth picture.

In the early 1950s, a young couple named Don and Shirley Flick lived in a modest apartment in Pittsburgh with their firstborn son, Dan. Don diligently pursued an engineering degree at Westinghouse, working during the day and attending night school in the evenings.

After graduating, Don received a life-changing letter from his favorite uncle, offering him the chance to apply for a position at Metropolitan Life, an insurance agency in Beaver Falls, PA. Despite never having visited the town, Don and Shirley made the trip for an interview. Don was hired on the spot. The family soon settled in Beaver Falls, and with an $800 down payment, assisted by a loan from Don's mother, they purchased their first home in Koppel.

Don's career in the financial world took off. He became Branch Manager, and his son, Dan, followed by his grandsons, Kevin and Alan, eventually joined the family business. In 2016, Flick Financial was officially born. Over the years, buildings have changed, and staff have come and gone, but one thing has always remained the same: the Flick family's unwavering commitment to serving their community with integrity, trust, and personalized financial guidance.

Our Services

Retirement Planning

Retirement Planning

Investment Management

Investment Management

Portfolio Risk and Fee Analysis

Portfolio Risk and Fee Analysis

Individual Risk Tolerance Assessment

Individual Risk Tolerance Assessment

Insurance Planning

Insurance Planning

Our History

Individual Risk Tolerance Assessment

Let’s Take the First Step Together

It starts with your complimentary in-person or phone consultation with an experienced financial advisor.

Flick Financial