Steven R Fleck / Financial Advisor in Akron, Ohio

We provide financial planning for physicians, professionals, business owners, executives, and retirees. Fleck Financial is an independent financial services organization that can provide fee-based and commission-based services depending on your needs and preferences. IRA Rollovers, 401k Rollovers, 529 College Savings, Education Savings Accounts, Disability Insurance, Life Insurance, Long Term Care Insurance, Retirement Income Planning, Institutional Managed Accounts, Mutual Funds, Variable Annuities, Fixed Annuities, Registered Investment Advisor, Wealth Management, Stocks, Bonds, Asset Allocation, Insurance Evaluation.

Specialties

401K Consulting 403B Plans Annuities & Life Insurance Asset Protection Business Planning Charitable Planning College Planning Comprehensive Financial Planning Corporate Bonds Disability Income & Long Term Care Insurance Estate Planning ETFs Family Financial Planning Independent Investment Advisor Investment Consulting Investment Policy Statements Investment Services IRA Legacy Planning Mutual Funds Pension Plan Design & Management Professional Wealth Management Retirement Distribution Plan Retirement Planning Socially Responsible Investments Special Needs Planning Stocks Sustainability Synergistic Portfolio Planning Wealth Management Women's Issues Young Investors