Joshua J. Feller and Richard S. Koblick
Financial Planning
The advisors that care — that’s the message that Joshua J. Feller, ChFC® and Richard S. Koblick CRPC®, AWMA®, co-founders and Investment Advisor Representatives at
Feller Financial Services, want their clients to receive when they’re providing financial planning practices.
For more than 16 years, clients have come to rely on their experience in managing wealth, planning for retirement and focusing on their individualized financial needs, no matter the size of the income.
“The little things are important to us,” says Feller. “Even the smallest change can provide the biggest gain. It’s how we help our clients pursue their goals while ensuring they stay within the realm of their spending capabilities.”
Feller Financial Services assists families looking to flourish while saving the right amount, all the way up to older clients seeking an enjoyable retirement.
The growth and expansion of technology is a vital element that Feller and Koblick also use to their utmost advantage when providing financial planning and education. Their services are hybrid, extending digitally to fit business needs.
“From the comfort of their living room, we can meet on a video call, present a roadmap that lets us dive deeper into our client’s passions and discover what’s truly meaningful to them,” Koblick says.
Providing accessible options for financial education contributes to their increasing referral rate, Koblick adds.
“Age and technology are on our side, so we want to provide as many choices as we can, like using subscription-based services or online portals, that will assure they’re retiring the way they intended.”
Feller and Koblick are excited for the future because, “we are confident in our ability to pursue our clients’ goals and work toward financial freedom,” Feller says.
Feller Financial Services, 1900 Glades Road, Ste. 354, Boca Raton, 561-314-1800, fellerfs.com
Securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other names entity. Feller Financial Services is not a subsidiary of nor controlled by Cetera Advisor Networks.
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