New Fleishel Financial Video


At FFA we sense and respond to the needs of others making meaningful connections then organize information to create strategies helping them solve problems and achieve desired outcomes. Wealth management is complex, but our motivation is simple: We want to make a profound difference in people's lives. Our firm's distinctive approach, The Strategic Wealth Solution™, helps small business owners and families gain clarity and improve coordination in their finances. As you explore all that we offer, ask yourself:

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?


Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC
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