Slepcevich Financial Group
Financial Services - Naples, FL, US
Slepcevich Financial Group Employees
Slepcevich Financial Group Details
Slepcevich Financial Group is a financial services company based out of 2375 Tamiami Trl N # 208, Naples, Florida, United States. Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.Bill strongly believes education is the most important piece of financial planning; therefore educating clients as to their options and alternatives is extremely critical so clients can make informed and intelligent financial decisions. Bill holds Series 6,7, 63 ,65 and insurance licenses. Also holds from The American College the Chartered Financial Consultant and Chartered Life Underwriter designations and is licensed in 26 states currently.Born in St. Louis, MO and raised in Gary, IN Bill attended Indiana University prior to joining USMC in 1968 where he became an officer and received a medical discharge in 1972. Joined New York Life in 1974 and became Managing Partner where he had 3 offices across northern Indiana. Retired from management in 1989 and started SFG in Indiana and then relocated to Naples, FL in 1995. Outside activities include golf, working out, watching IU basketball, the St Louis Cardinals, cooking (and eating) traveling and exploring new places .
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