Fellers Financial Concepts
About Fellers Financial Concepts
Our Story
Fellers Financial Concepts has been a beacon of security and trust in the financial consulting industry since 1978. Our commitment to our clients is unwavering as we navigate the complexities of finance together. As independent agents, we prioritize your goals, providing customized solutions that cover pensions, retirement planning, and investment services. We take pride in our heritage of helping individuals and families thrive financially.
Ready to Achieve Your Financial Goals?
Discover how Fellers Financial Concepts can assist you with tailored financial services designed to meet your unique needs. Contact us today to schedule your consultation and take the first step towards a secure financial future.
Who We Are
Highly qualified and motivated professionals
At Fellers Financial Concepts, we are passionate about helping others achieve their short term as well as long term goals. Daniel Fellers entered the industry in 1978. As an Independent Broker, Dan has the freedom to structure his business in a manner that best serves his clients. This means that our team has resources available to offer products from a wide variety of companies. Whether you are growing your family, seeking Medicare plan coverage, protecting existing assets, securing your legacy, or planning for retirement, we can be your guide.
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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