Flick Financial is an independent firm in Beaver County, Pennsylvania, with local roots and a trusted reputation that dates back to 1957. Over decades, we developed expertise that clients in many states across the country rely on today for advice on retirement, investments, insurance and overall wealth management. Our firm is built on sound principles and unwavering values that will benefit the families, individuals, nonprofit organizations and small businesses we serve for generations to come.
- Entrusted with over $270 million in assets under advisement as of April 23, 2021
- Proudly serving over 900 households in many states
- Donating a percentage of profits to local charities annually on behalf of our clients
- Actively involved in our churches, schools and communities
- Employing talented and caring individuals who enjoy helping our clients achieve their goals
Our clients value faith, family and their legacy. They want to have a positive impact and protect what’s important while enjoying life to the fullest.