Mission Statement
Apex Financial Solutions is devoted to the highest standards of service to you. We place your interests first. We strive to grow and maintain your financial security through our unique services, combining our experience as advisors with the knowledge of our law firm and accountants. Together we can help you work towards your goal of a successful retirement.
APEX Financial Solutions offers a unique approach to investment, insurance, estate and tax planning strategies. Use this site to learn more about us and how we might be able to serve you.
A wide variety of financial calculators, articles, and educational material has been made available for your benefit. It is our hope that you will make this site your home for financial research and information.
Financial Guidance Shouldn't Be Complicated.
We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
Charles David Wallin
Registered Representative Cetera Advisor Networks
Jeffrey L. Dodson
Vice President, Registered Representative, Cetera Advisor Networks
Ray Young, CPA
Tax Counsel and CFO of Apex Financial Solutions, LLC.