Steven R Fleck
President at Fleck Financial
- Role
- Financial Advisor at Packerland Brokerage Services, Inc
- Location
- Akron, OH, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Steven R Fleck
Securities and advisory services offered through Packerland Brokerage Services, Inc-…
Experience
Financial Advisor
Packerland Brokerage Services, Inc
Nov 2014 — Present · Cleveland/Akron, OH, US
We provide financial planning for physicians, professionals, business owners, executives, and retirees.
Skills
- Wealth Management
- Insurance Planning
- Long-Term Care
- Annuity
- Investment Advisory
- Business Planning
- Disability Insurance
- Asset
- Tax
- Wealth Transfer
- Financial Advisory
- Investments
- Ira's
- Roth Ira
- 401k
- Wealth Accumulation
- Series 6
- Insurance
- Asset Protection
- Funding
- Stocks
- Asset Allocation
- Mutual Funds
- Risk Management
- Pensions
- Retirement Income Strategies
- Financial Planning
- Succession Planning
- Annuities
- Equities
- Health Insurance
- Long Term Care
- Series 7
- Series 63
- Retirement Planning
- Finra
- Wealth Preservation
- Retirement
- Bonds
- Term Life Insurance
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