Stephanie Flask, Financial Advisor located in Lakewood, OH

Financial Advisor
Stephanie Flask

ABFP®, AAMS®
13430 Madison Ave, Lakewood, OH 44107opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Women Investors
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Retail Professionals

Financial Advisor Certifications

  • ABFP®

    Accredited Behavioral Finance Professional™

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Traveling
  • Community Outreach
  • Football
  • Yoga

Team Members

  • Alexandra Pierce
    Sr. Branch Office Administrator
  • Alexandria Freed
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(216) 404-7669

Fax

(866) 462-2673

Office Address

13430 Madison Ave
Lakewood, OH 44107opens in a new window

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