Scott Fligel, CFP®, ChFC®, CLU®, AEP®
Wealth Management Advisor


Fligel Financial Services

Testimonials

"Our succession planning presented challenges because it involved three unrelated owners of different ages, with the need to take care of the company founder's family who were not involved in the business.  Scott came highly recommended by our CPA, as well as our tax attorney, and collaborated with them throughout the process to ensure our Buy/Sell Agreement was backed properly.  We highly recommend Scott to business owners considering succession, estate or retirement planning."

Bob Salvin, CEO and  Founder

William Simmons, President

Gregory Slayton, Vice-President

Salvin Dental Specialties

 


  "One of the challenges that are present in small businesses is the ability to provide benefit packages that are comparable to larger businesses.  Scott has helped us solve employees benefit issues as our company continues to grow.  He has designed our Group health, 401k and Life insurance policies that are a custom fit. Year after year Scott follows up to be sure that our packages are giving my company what it needs."

Scott D. Fisher ,  Vice President

Fisher Textiles, Inc

  


"I was introduced to Scott Fligel by a colleague at work who recommended him highly.  As a neurosurgeon, I do not have the time nor did I want to invest the energy to become a self-made financial planning expert.  Scott took the time to get to know me, my family and our goals.  We meet regularly and I am confident he is leading us down the path to financial security.  My wife and I are confident that our risk management, education funding and retirement plans are integrated properly.  I regularly recommend Scott to fellow colleagues and friends.  Scott operates in a very professional manner and treats everyone with the utmost respect." 

Daniel M. Oberer, MD

Carolina Neurosurgery and Spine Associates

 

The testimonials presented may not be representative of the experience of other clients and are not a guarantee of future performance or success. The testimonials presented do not relate to any investment advisory programs or services that are provided by Northwestern Mutual Investment Services, LLC (NMIS) or a financial advisor of NMIS. The advisor is not a financial advisor of NMIS.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck