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Welcome to Apex Financial Services, Inc.

Since 1998 our goal has been to offer you the benefits of wisdom in making smart decisions about your money so you can feel financially secure. We want to build a long-term, personal relationship with you. Having a long-term relationship allows us to focus on not only delivering you exceptional customer service, but also to make meaningful improvements to your quality of life. We look forward to providing you and your family with the peace of mind that comes from knowing you’re financially secure.

Call us today to schedule a complimentary review!

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What is Your Risk Number?

Find out in 5 minutes.
Capture your risk tolerance and see if your portfolio fits you.

Does my portfolio fit me?

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

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Have a Vision. Make a Plan. Be Well.

Our Process

Once we know what is important to you, we can begin to develop an effective financial strategy to help you achieve your goals.

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Our Firm

Apex Financial Services is a comprehensive financial planning firm dedicated to helping individuals and businesses achieve their goals.

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Our Team

As a team we have over 25 years of experience. Our number one goal is to help our clients achieve financial security.

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Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.

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Client Centered

Our business is built on a foundation of thoughtful client relationships.

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