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Our Primary Purpose

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

Finding Your Fit

At Fredericks & Associates, our focus is YOU. From the greeting you receive on the phone to the moment you walk in the door of our office to our availability in addressing your questions and concerns, YOU are the number one priority of our entire team.

Client Centered

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.

Team

Meet the dedicated independent professionals at Fredericks & Associates who are here to help you.

Our Services

Learn more about our full list of financial services offered at Fredericks & Associates.

Our Solutions

At Fredericks & Associates, we offer a wide range of products and services to assist you in crafting a sound financial strategy for the days ahead.

Our Philosophy

Our Philosophy at Fredericks & Associates is simple: think of the children.

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Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
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Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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