At Haick & Haick Financial Services, we protect our clients wealth & health by putting our client’s financial & healthcare goals first!! Creating and maintaining a long-term relationship with our investors and their families. We accomplish this by carefully listening to their concerns and needs. We develop a comprehensive plan that is designed to maximize our client’s wealth, health, and lifestyle.

Please remember that technology and information are only one small part of the service we provide. We have not lost sight of the fact that human contact and personalized service are the most important part of what we do.

We want to emphasize that the one-on-one relationship that allows us to assess your unique financial needs and goals is our top priority.

James Haick III is the owner of Haick & Haick Financial Services, a Ft. Myers area Financial Services firm. Prior to this, he was trained and ran offices in both North & South Carolina. James grew up in the Ft. Myers area and graduated from the University of Central Florida with a degree in Finance.