Silvers Financial Services was
established in early 2006. We are family-owned and operated, and strive to
provide prompt, professional and personal service to all of our clients. That
is why we have formed a strategic alliance with Wendy Ellen Fleischmann,
Registered Representative, Registered Investment Advisor, and California Life
and Health Agent. Ms. Fleischmann is our in-house Financial Consultant,
who will listen to your goals, your values, your hopes and your dreams. We
will then partner with you to develop a plan for today to secure the
results you want for your tomorrow. Our firm provides outstanding service to our
clients because of our dedication to the three underlying principles of
professionalism, responsiveness, and quality
Professionalism
By combining our expertise,
experience and the energy of our staff, each client receives close personal and
professional attention.
Our high standards, service and
specialized staff spell the difference between our outstanding performance and
other firms’. We make sure that every client is served by the expertise of our
whole firm.
Responsiveness
Our firm is responsive. Companies
who choose our firm rely on competent advice and fast, accurate personnel. We
provide total financial services to individuals, large and small businesses and
other agencies.
Because we acquire new business from
the people who know us best, client referrals have fueled our growth in recent
years.
Through hard work, we have earned
the respect of the business and financial communities. This respect demonstrates
our diverse talents, dedication and ability to respond quickly.
Quality
Our primary goal as a trusted
advisor is to enable our clients to make informed financial decisions. With the plethora of investment opportunities,
we provide insightful advice to help you find choices in line with your short-
and long-range goals. We accept nothing less from ourselves, and this is what
we deliver to you.
We feel it is extremely important to
educate ourselves to improve our technical expertise, financial knowledge and
service to our clients. We therefore
continually seek and engage in the latest educational opportunities.
Our high-quality service and
"raving fan" clients are the result of our commitment to excellence.
We will answer all of your
questions, as they impact both your tax and financial situations. We welcome
you to contact us anytime.
Wendy Ellen Fleischmann is
licensed in California (CA).
CA Insurance License #OG18975
Fee-based investment advisory
services available only to residents of California.
Securities offered through W. Ellen
Fleischmann, a Registered Representative of Crown Capital Securities, L.P. Member FINRA/SIPC.
Silvers Financial Services
