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    Charlene Flick


    Check the background of this investment professional on FINRA's BrokerCheck

    About Charlene

    BUSINESS PHILOSOPHY

    Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability.

    Along with a team of professionals, I provide an analysis of your current financial situation and help you:

    • Identify financial goals and concerns
    • Illustrate what is being done to reach your goals and deal with concerns
    • Identify gaps, if present, and offer solutions to fill them

    We can also offer total financial needs analysis with expertise in:

    • Retirement analysis and programs
    • Estate strategies
    • Employee benefit and retention services
    • Business continuation strategies
    • Trust services

     

    PERSONAL 

    • Lifetime resident of Berks County
    • Studied engineering at PennState, Berks Campus
    • Prior technology consultant with the Small Business Development Center (SBDC); affiliated with Kutztown University
    • Married with one daughter

    Area(s) of Focus

    • Business Owners
    • Insurance Strategies
    • Investment Strategies

    Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, MSI Financial Services, Inc., or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

    Charlene Flick is a registered representative of and offers securities through MSI Financial Services, Inc., Member SIPC, 4905 Tilghman Street, Suite 200, Allentown, PA 18104-9130, Tel: (610) 398-0100

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.


    I am licensed to sell Insurance Products in the following jurisdictions:
    Pennsylvania

    I am licensed to sell Securities Products in the following jurisdictions:
    Pennsylvania

    Charlene Flick , Allentown, PA

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