Lori Flesher, Certified Financial Planner, offers comprehensive financial planning and services.

She is committed to helping you improve your long-term financial success through the use of customized planning delivered with an unprecedented level of personalized service. Her services include access to a full range of financial services and products including: full-service brokerage accounts; personalized asset management; life, health and long-term care insurance; mortgages and home equity lines of credit; proactive tax planning; comprehensive estate planning; retirement accounts includi...

She is committed to helping you improve your long-term financial success through the use of customized planning delivered with an unprecedented level of personalized service. Her services include access to a full range of financial services and products including: full-service brokerage accounts; personalized asset management; life, health and long-term care insurance; mortgages and home equity lines of credit; proactive tax planning; comprehensive estate planning; retirement accounts including IRA's, Roth IRA's, 401(k), etc.