Fellers Financial Concepts
Empowering Your Financial Future
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.
Your Trusted Financial Advocate
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.
Your Trusted Financial Partner Since 1978
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.
Building Lasting Relationships
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.
Expert Guidance You Can Count On
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.
Retirement Planning Experts
Since 1978, we have been delivering customized retirement planning services, utilizing state-of-the-art tools and resources to ensure the financial security essential for your retirement years. Are you interested in determining whether you possess sufficient funds for retirement or assessing the amount you will require? Allow us to guide you through this significant phase of your life.
Medicare Plan Guidance
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 do not offer every plan available in your area, we currently represent top-rated carriers which offer a variety of products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to acquire information on all of your available options.
If you would like to review your options, contact us to obtain more information.
401k & IRA Solutions
Expert advice on 401k, Roth IRAs, and rollovers to help you maximize your retirement savings potential.
Pension Planning Services
We provide strategic pension planning to secure your financial future and ensure long-term stability.
Get in touch
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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