Welcome to Haick & Haick Financial Services
Located in Bonita Springs, Haick & Haick Financial Services has a client base that is growing and dynamic in scope. No matter if you're around the corner or across the state we're here to help you. The investment climate today has never been more exciting or challenging.
To take advantage of all of the available opportunities investors need an understanding of which investment products are most appropriate for the attainment of their goals and objectives, as well as a relationship with a trustworthy financial advisor who has a clear understanding of their needs.
By keeping your objectives in focus, staying in contact with you throughout changing market conditions, and to consult with you to make investment adjustments as economic or lifestyle conditions warrant we maintain a constant commitment to putting you, our clients, first.
We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.
Unbiased Advice
Haick & Haick Financial Services is an independently owned firm with no allegiance to anyone but our clients. We are not required to promote products or services. Our advice is totally centered on our clients' goals.
Knowledge, Experience, & Reach
Over 17+ years of financial planning experience working directly with clients. This experience allows for valuable insight to guide clients through many kinds of situations and economic environments.
Disciplined Approach to Investing
Haick & Haick Financial Services believes in a disciplined, conservative, balanced approach to achieving financial independence for our clients. Meet with us to evaluate your current portfolio and create a plan to address your short and long term goals.
Your Money, Your Plan!
When you take control of your finances, rather than letting them control you, you can live life more fully. Regardless of your age or life stage, you can make financial decisions that move you toward your goals.