Susan Fleischer

Manager - Client Services at Storey & Associates - North Canton, OH, US

Susan Fleischer's Contact Details
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330-526-8944
Location
Company
Storey & Associates
Susan Fleischer's Company Details
Storey & Associates logo, Storey & Associates contact details

Storey & Associates

North Canton, OH, US • 10 - 19 Employees
Financial Services

Storey & Associates' core purpose is to enable people to focus on what they value most in life by providing financial peace of mind. We are a team of fee-only financial advisors who specialize in developing financial planning and asset management solutions for executives, professionals, business owners, young families, and retirees. For over 30 years, our consultative approach has helped individuals and families meet their goals. Our process begins with understanding each client's objectives and comfort level regarding risk. Using that information, we develop a plan customized to each client's unique situation. Our full range of advisory services may include, but is not limited to, an analysis of the following areas: Retirement Planning Asset Management Income Tax Optimization Estate and Insurance Planning Executive Compensation Our fee-only status means we are compensated only by our clients and we accept no commissions or payments from any other sources. This allows us to eliminate conflicts of interest and remain objective when providing financial advice. As proud members of the National Association of Personal Financial Advisors (NAPFA), we honor our fiduciary responsibility to act only in the best interest of our valued clients. Please visit our website www.storeyassociates.com to meet our team and learn more about the services we provide. Specialties: Employee Benefit Packages, Financial Planning, Retirement Planning, Investment Management, Tax Strategy, Estate Planning, Risk Management, Asset Management

Employee Benefit Packages Financial Planning Retirement Planning Investment Management Tax Strategy Estate Planning Risk Management Asset Management Financial Services Financial Advisory Services
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Frequently Asked Questions about Susan Fleischer
Susan Fleischer currently works for Storey & Associates.
Susan Fleischer's role at Storey & Associates is Manager - Client Services.
Susan Fleischer's email address is ***@storeyassociates.com. To view Susan Fleischer's full email address, please signup to ConnectPlex.
Susan Fleischer works in the Financial Services industry.
Susan Fleischer's colleagues at Storey & Associates are Janine Wishnowsky, Kevin Krakora, Brian Foster, Michael Thomas, Harlan Storey JD, Leo Xu, Elise Storey and others.
Susan Fleischer's phone number is 330-526-8944
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