Flick Financial
Finance · Pennsylvania, United States · 1-10 Employees
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Overview
Headquarters
2674 Darlington Rd, Beaver Falls, Pennsy...Phone Number
(724) 359-2500Website
www.flickfinancial.netRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
2
About Flick Financial
Flick Financial is a modern wealth and investment management firm based in Beaver Falls, PA, with a history dating back to 1957. The firm offers personalized financial guidance and innovative solutions, focusing on clients who value faith, family, and legacy. Their dedicated team provides support through all life stages, ensuring clients are well-prepared for both joys and challenges. Flick Financial emphasizes a defined process and clear communication to instill confidence and achieve predictable results for their clients.Explore more
Flick Financial Org Chart
NR
Client Relationship Coordinator
KF
Partner, Financial Planner
DF
Partner, Financial Planner
DF
Financial Assistant
GM
Financial Planner
BB
Financial Advisor
MN
Operations Assistant
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Revenue
Number of Employees
Type
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Founded In
<$5M
11-50
Private
<$5M
2001
MM
Michelle MorrisseyStrategic Implementation Chief Operating Officer & Partner
Company Profile Activity
Activity Insights
Flick Financial is experiencing very low activity levels compared to other companies in the Finance sector.
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Flick Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Flick Financial.
Flick Financial Tech Stack
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Flick Financial is a modern wealth and investment management firm based in Beaver Falls, PA, with a history dating back to 1957. The firm offers personalized financial guidance and innovative solutions, focusing on clients who value faith, family, and legacy. Their dedicated team provides support through all life stages, ensuring clients are well-p... Read More
