Silvers Financial Services, was established in early 2006. We are family owned and operated, and strive to provide prompt, professional and personal service to all of our clients. That is why we have formed a strategic alliance with Jeffrey S. Gurman, CFP, and Wendy Ellen Fleischmann, CFP and California Life and Health/Accident sales representative. Ms. Fleischmann is our in-house client investment representative. They will listen to your goals, your values, your hopes and your dreams. They will then partner with you to develop a plan that guides your actions today to get the results you want for your tomorrow.
Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness, and quality.
Professionalism
By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.
Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms. We make sure that every client is served by the expertise of our whole firm.
Responsiveness
Our firm is responsive. Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies.
Because we get new business from the people who know us best, client referrals have fueled our growth in the recent years.
Through hard work, we have earned the respect of the business and financial communities. This respect illustrates our diverse talents, dedication and ability to respond quickly.
Quality
Our primary goal as a trusted advisor is to be available to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you.
We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients.
Our high service quality and "raving fan" clients are the result of our commitment to excellence.
We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to
contact us anytime.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP
, CERTIFIED FINANCIAL PLANNER
and
in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements
Jeffrey S. Gurman is licensed in Arizona (AZ), California (CA), Colorado (CO), Florida (FL), Illinois (Il), Maryland (MD), Nevada (NV), Ohio (OH), Oregon (OR), Texas (TX), Washington (WA), and Wyoming (WY).
CA Insurance Lic. #0815028
Wendy Ellen Fleischmann is licensed in California (CA)
CA Insurance Lic. #OG18975
Fee-based investment advisory services available only to residents of California (CA).
