Slepcevich Financial Group
Financial Services, 810 Sweetbriar Rd, Naples, Florida, 32806, United States, 1-10 Employees
Phone Number: 23********
Who is SLEPCEVICH FINANCIAL GROUP
Slepcevich Financial Group is a financial services company based out of 2375 Tamiami Trl N # 208, Naples, Florida, United States. Our first priority is helping you take care of yourself a...
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Headquarters: 810 Sweetbriar Rd, Naples, Florida, 32806, United States
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Date Founded: 1974
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Employees: 1-10
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Revenue: Under $1 Million
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Active Tech Stack: See technologies
Industry: Financial Services
SIC Code: 6282
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NAICS Code: 524210 |
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Frequently Asked Questions Regarding Slepcevich Financial Group
Answer: Slepcevich Financial Group's headquarters are located at 810 Sweetbriar Rd, Naples, Florida, 32806, United States
Answer: Slepcevich Financial Group's phone number is 23********
Answer: Slepcevich Financial Group's official website is https://sfgnaples.com
Answer: Slepcevich Financial Group's revenue is Under $1 Million
Answer: Slepcevich Financial Group's SIC: 6282
Answer: Slepcevich Financial Group's NAICS: 524210
Answer: Slepcevich Financial Group has 1-10 employees
Answer: Slepcevich Financial Group is in Financial Services
Answer: Slepcevich Financial Group contact info: Phone number: 23******** Website: https://sfgnaples.com
Answer: Slepcevich Financial Group is a financial services company based out of 2375 Tamiami Trl N # 208, Naples, Florida, United States. Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. No one strategy fits everyone, which is why every client gets our undivided attentionfrom planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Bill strongly believes education is the most important piece of financial planning; therefore educating clients as to their options and alternatives is extremely critical so clients can make informed and intelligent financial decisions. Bill holds Series 6,7, 63 ,65 and insurance licenses. Also holds from The American College the Chartered Financial Consultant and Chartered Life Underwriter designations and is licensed in 26 states currently. Born in St. Louis, MO and raised in Gary, IN Bill attended Indiana University prior to joining USMC in 1968 where he became an officer and received a medical discharge in 1972. Joined New York Life in 1974 and became Managing Partner where he had 3 offices across northern Indiana. Retired from management in 1989 and started SFG in Indiana and then relocated to Naples, FL in 1995. Outside activities include golf, working out, watching IU basketball, the St Louis Cardinals, cooking (and eating) traveling and exploring new places . Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member of FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.
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