Fennick Financial Services
- 2819 Wilmington Rd New Castle New York 16105 United States
Profile
Fennick Financial Services is a dedicated financial services firm based in New Castle, Pennsylvania, offering personalized investment and financial planning solutions. With a strong focus on understanding each client’s unique financial goals, the firm provides strategic guidance designed to help individuals and families build and preserve wealth. Known for its client-first approach, Fennick Financial Services emphasizes long-term relationships and tailored strategies that align with clients’ life stages and objectives.
The firm offers a comprehensive suite of services that includes retirement planning, investment portfolio management, and estate planning. As an independent financial advisor, Fennick Financial Services is not bound to any one provider, allowing for objective recommendations that put client interests at the forefront. The team prides itself on transparent communication, detailed analysis, and a commitment to ethical financial practices.
Fennick Financial Services also maintains strong community ties, serving clients in the local New Castle area while fostering trust through professional and responsive service. Their goal is to empower clients with financial confidence and strategies designed for lasting success.
Website: Not publicly available
Key Services:
– Investment portfolio management
– Retirement planning
– Financial planning for individuals and families
– Estate and legacy planning
– Wealth management strategies
– Risk assessment and asset allocation planning
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Contact Info
- 2819 Wilmington Rd, New Castle, New York, 16105, United States
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Phone: (724) 658-3540
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