2295 Parklake Drive
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!
Inflation and Your Portfolio
Retiring in a Post-Pandemic World
The Real Cost of a Vacation Home
Retirement and Quality of Life
See Our Legacy
Have a Vision, Make a Plan, Be Well
Click here - Lee Baker talks with Ann Tergesen of The Wall Street Journal on Stopped Saving for Retirement During the Pandemic? Don’t Panic
Once we know what is important to you, we can begin to develop an effective financial strategy to help you achieve your goals.
Apex Financial Services is a comprehensive financial planning firm dedicated to helping individuals and businesses achieve their goals.
As a team we have over 25 years of experience. Our number one goal is to help our clients achieve financial security.
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.
Our business is built on a foundation of thoughtful client relationships.
If you're like 93% of Americans, you're looking forward to retirement. But are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."