Plan for Your Financial Future,
Starting Today
Our team is committed to helping you make your dream retirement a reality.
Our Team
At Seltzer Financial, we believe you deserve to live the retirement of your dreams. That’s why we’ve dedicated our lives to helping clients design and implement successful financial strategies to reach their goals. If you’re looking for a team to guide you at every step on your retirement journey, we’re here to help.
Amy Seltzer Wealth Manager & Partner
Jim Ellis
Wealth Manager & Partner
David Neumann
Wealth Manager & Partner
Becky Stevens
Wealth ManagerÂ
Take Control of
Your Future
Your life and your dreams are unique to you. Your financial strategy should be, too. We can help you build a financial strategy that fits your lifestyle, using the following services:
All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to growing your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Come Meet with Us
To learn more about Seltzer Financial or to schedule a no-obligation meeting, contact us today!
By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products.