At Fellers Financial Concepts, we specialize in tailored financial solutions that empower you to achieve your financial goals with confidence. Every decision we make is centered on your unique needs and aspirations.
I am an Independent Broker and have been helping clients achieve their goals and meet their needs since 1978. Our team has the tools and resources and our expertise encompasses a range of services including pensions, retirement planning, Medicare plans, 401k, Roth IRAs and rollovers. Together, we will navigate the complex landscape of finance to discover the best strategies for you.
At Fellers Financial Concepts, we take pride in our long-standing tradition of excellence in providing financial planning, insurance, and investment services. Established in the heart of Dayton, we have been helping our clients navigate the complex world of finance for over four decades. Our experienced team is dedicated to guiding you through every step of your financial journey, ensuring your goals are met with personalized strategies that fit your unique needs.
Trust is the cornerstone of our business. Since our inception, we have focused on building meaningful relationships with our clients, prioritizing their needs and establishing a foundation of trust and integrity. Our client-centric approach means that we are always by your side, ready to assist you in making informed decisions that lead to financial success.
Navigating the world of finance can be daunting, but with Fellers Financial Concepts, you don’t have to do it alone. Our expert financial consultants are well-versed in the latest market trends and strategies, ready to provide you with the insights you need to achieve your financial aspirations. Whether it’s planning for retirement, securing your family’s future with insurance, or maximizing your investments, we offer the guidance and support you can count on.
Since 1978, we have provided tailored retirement planning services, leveraging the latest tools and resources to secure the financial stability necessary for your retirement years.
Since 1978, our brokers have offered expert guidance in identifying the most suitable Medicare plans tailored to your specific healthcare requirements. We are licensed with several esteemed companies, enabling us to present a variety of choices, including Medicare Supplements, Part D, and Medicare Advantage Plans. Although we may not offer every plan available in your area, clients can reach out to Medicare.gov or 1-800-MEDICARE to acquire comprehensive information regarding all of their available options.
Expert advice on 401k, Roth IRAs, and rollovers to help you maximize your retirement savings potential.
Strategic pension planning to secure your financial future and ensure long-term stability.
Telephone: +1-937-274-5330
E-mail: danfellers@ameritech.net or dan.fellers@cambridgesecure.com
Address: 123 Riverside Drive, Suite 106, Dayton, Ohio, 45405 United States
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Fellers Financial Concepts and Cambridge are not affiliated.
Check the background of this firm on FINRA’s BrokerCheck. https://brokercheck.finra.org
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