Welcome To MelVic Financial, Inc
HELPING YOU REACH YOUR FINANCIAL DREAMS & GOALS
Planning for retirement today is different than it used to be!
Living longer has some serious advantages, but with Social Security benefits, personal investments, & pensions becoming less dependable— it is essential to take more control of your financial future.
Over 40 Years of Experience Helping People Build Wealth
YOUR FINANCIAL PROFESSIONALS
At MelVic Financial, Inc, we specialize in tailoring our financial strategies to not only fit your current situation, but also help provide a financial foundation for the future. No matter where you are in your financial journey, we endeavor to take you to the next level. We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.
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A Team Designed With Excellence In Mind
WHY CHOOSE MELVIC FINANCIAL, INC
FIDUCIARY
As Investment Advisor Representatives (IARs), we are required by law to act in a fiduciary capacity when serving all clients. Your interests come first always. It's that simple.
INDEPENDENT
As an independently owned and operated business offering both fee-based and transactional based business, we answer only to you. Because we're not owned by or affiliated with any other entity, we're free to offer advice that's agile, creative and uniquely tailored to your goals.
COMPREHENSIVE
Our personalized advice is not limited to investing. We also provide complete personal financial planning to help you and your family make smart overall decisions with your money.
RESPONSIVE
Because you shouldn't have to wait for answers, we respond promptly to your needs, in your preferred
method of communication. Whether it's in person, by phone, or by electronic means.
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REQUEST A COMPLIMENTARY NO-OBLIGATION FINANCIAL REVIEW