At Fleishel Financial Associates, we respond to the needs of others by making meaningful connections and begin by helping them gain clarity and organize their complex financial information. We then create strategies to help them solve problems and achieve their desired outcomes. Wealth management is complex, but our motivation is simple: we want to make a difference in people’s lives. Our firm’s distinctive approach, the Strategic Wealth Solution, helps business owners and families gain clarity and confidence to improve total coordination in their finances. As you review our video to the left in the sidebar, and what we offer, ask yourself:
ARE YOU CONCERNED ABOUT:
Whether your portfolio is structured as it should be for these volatile times. If so, we offer our Second Opinion Service.
Your success resulting in a lack of time or a ceiling of complexity preventing you from properly addressing all the details of your personal financial affairs?
Paying too much in taxes due to a lack of pro-active, year-end investment planning?
Whether you or your family members are a car accident away from losing a significant portion of your net worth?
Fleishel Financial Associates is an Independent Registered Investment Advisor.
This site is published for residents of the United States only. Raymond James Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Fleishel Financial Associates, Inc.
812 N. Woodland Blvd, DeLand, FL 32720
Phone: 386-738-1800 Fax: 386-943-4010
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC
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