Lynn Petkus's Contact Details

Lynn Petkus's Company Details

Fischer Investment Strategies

Thousand Oaks, CA, US • 5 - 9 Employees
Financial Services

At Fischer Investment Strategies, you will enjoy the benefits of working with a fee-only firm that utilizes a customized, client-centered approach to financial management. At FIS, we cultivate relationships with our clients that are built on transparency, as well as mutual trust and respect.Whether you are seeking expert counsel on retirement planning, wealth management, estate planning, tax planning or risk management, Fischer Investment Strategies will work with you to develop a personalized plan that reflects your unique goals and risk parameters. We will assist you in securing opportunities often unattainable when attempting to negotiate today's challenging financial environment on your own. We are committed to providing you with a sound investment plan that minimizes your fears while fulfilling your long-term goals.