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Millstone Financial Group Welcomes Kevin Flesch As New Financial Advisor

Millstone Financial Group Welcomes Kevin Flesch As New Financial Advisor

By Donald Albach and Michael Russo

Millstone Financial Group is excited to announce the addition of Kevin Flesch to our team as a financial advisor. With a robust background in retirement planning and investment management, Kevin brings a wealth of experience and dedication to our clients.

Millstone Financial Group prides itself on a “people first, numbers second” philosophy, and Kevin exemplifies this approach with his extensive experience in the financial industry and commitment to excellence.

More About Kevin Flesch

Kevin is a proud graduate of Rider University, where he majored in finance using the Post-9/11 GI Bill after his honorable discharge from the United States Navy. During his five years of military service in Jacksonville, FL, Kevin undertook rigorous training missions culminating in a nine-month deployment patrolling the Persian Gulf.

Following his military service, Kevin began his financial career with Merrill Lynch, where he served as a Financial Solutions Advisor for seven years. He made a name for himself by providing tailored financial advice, sophisticated brokerage plans, and retirement portfolios. His experience in mutual funds, ETFs, and 401(k) plans positioned him as a trusted resource for clients seeking to optimize their retirement savings.

Kevin’s Role at Millstone Financial Group

At Millstone Financial Group, Kevin will focus on managing IRAs and 401(k) accounts, as well as retirement strategies and wealth management services, leveraging his knowledge to help clients achieve their retirement goals. His personalized strategies and commitment to his clients align perfectly with our mission to assist pre-retirees and retirees on an individual basis.

“We are thrilled to have Kevin Flesch join our team,” says Michael Russo, Chief Financial Officer of Millstone Financial Group. “His dedication to his clients and extensive experience in the financial industry will be invaluable as we continue to provide exceptional service and personalized  retirement planning.”

For more information about Millstone Financial Group and our services, please visit millstonefinancial.net or contact [email protected].

Picture of Donald Albach and Michael Russo
Donald Albach and Michael Russo
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