Thomas B Fleishel, MBA CFP

Who We Are

At Fleishel Financial Associates, we are dedicated to providing our clients with the utmost level of service, guidance, and support to help them achieve their financial goals. Our team of experienced professionals is committed to delivering personalized financial solutions that cater to the unique needs of each client. With our proprietary Clarity and Confidence for Life process, we empower our clients to gain clarity and confidence in their financial decisions, allowing them to focus on what truly matters in life.

Our Approach

Our approach is built on a deep understanding of our clients' goals, dreams, and ambitions. We believe that every individual is unique, with their own set of needs, risks, and opportunities. That's why we take a tailored approach to financial planning, tailored to each client's specific circumstances. Our proprietary process is designed to help our clients eliminate financial complexity and achieve their goals, while ensuring their financial well-being.

Our Services

At Fleishel Financial Associates, we offer a range of services designed to help our clients achieve their financial goals. Our services include:

• Financial Planning: We help our clients create a customized financial plan that aligns with their goals, risks, and opportunities.
• Investment Management: We provide expert guidance on investment strategies and portfolio management, helping our clients achieve their financial goals.
• Estate Planning: We assist our clients in creating a comprehensive estate plan, ensuring the protection and distribution of their assets.
• Retirement Planning: We help our clients create a retirement plan that ensures a secure and comfortable financial future.

Our Team

Our team of experienced professionals is committed to delivering exceptional service and guidance to our clients. Our team includes:

• Thomas B. Fleishel, MBA, CFP - Founder and President
• Keira Espada, Financial Advisor
• Alex Chandler, CFP, Financial Advisor
• Ellen Ludewig, Client Service Associate
• Dawn Nelson, Chief Operations Officer
• Shizelle Nylander, Marketing Associate
• Marcus Fleishel, Junior Client Service Associate

Our Offices

We have two conveniently located offices in DeLand and Jacksonville, Florida. Our offices are designed to provide a welcoming and comfortable environment for our clients to meet with our team and receive personalized financial guidance.

Get Started

If you're ready to take control of your financial future, we invite you to schedule a complimentary 15-minute strategy session. Our team of experts will be happy to discuss your financial goals and provide personalized guidance to help you achieve your aspirations.