Silvers Financial Services

About

Accounting, Tax, Estate Planning and Full Service Financial Services

Story

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 services.

Mission

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.

Products

Accounting and all aspects of tax and financial planning and preparation. Profit and non profit Quickbooks setup and certified advice. Insurance services. IRAs, SEP-IRAs, 401(k)s, rollovers, stocks, bonds, annuities.