Bellaire Wealth Management Team - AmeriFlex.com

To learn more about the professional history of our financial advisors, please visit

To learn more about the professional history of our financial advisors, please visit

Bellaire Wealth Management Teamameriflex2022-03-08T23:42:24+00:00

BELLAIRE WEALTH MANAGEMENT TEAM

Contact Us Now

Hours:
8:30 a.m. PST – 5:00 p.m. PST
Weekends and after hours by appointment
Address:
6750 West Loop S
Suite 825
Bellaire, TX 77401
Phone:
(713) 667-4884
Or have one of our representatives contact you.

PARK PLACE FINANCIAL

Rick Cluck, CFP®, CLU®

Wealth Manager*

Professional Me
Real Me

Professional Me

Rick can be reached at:

Email: [email protected]
Direct Line: 480-990-9100

Rick’s drive to have a deep impact on the lives of individuals and families has been integral to his business for more than three decades. Rick helps clients create a clear picture of the life they desire and build a strategy aimed at helping that picture take shape. Rick is a CERTIFIED FINANCIAL PLANNER practitioner and holds the Chartered Life Underwriter designation, along with his Series 7, 24, 63 and 65 securities licenses. Rick is also a member of the Financial Planning Association and the National Association of Insurance and Financial Advisors.

“Knowing you well is the best way to help you plan for the future and enjoy the rewards of your life’s work.”

Real Me

Birthplace: US Airforce Base, Japan

Favorite Childhood Memory: Going to Disneyland, with all my cousins.

Hobbies: Baseball, hiking, working out, travel.

Family Life: My wife and I have 4 children – two sons and two daughters. We also have two granddaughters.

Favorite quotes: “The best way to find yourself, is to lose yourself in the service of others.” – Mahatma Gandhi

CORPORATE OFFICE:
8475 W Sunset Rd. Suite 101 Las Vegas, NV 89113
Phone: (702) 987-9730
Email: [email protected]
Web: AmeriFlex

CORPORATE OFFICE:
8485 W Sunset Rd. Suite 204 Las Vegas, NV 89113
Phone: (702) 987-9730
Email: [email protected]
Web: AmeriFlex

© Copyright 2018 – | AmeriFlex®. All Rights Reserved.

Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA, SIPC. Additional advisory services offered through The AmeriFlex® Group, a registered investment adviser not affiliated with SPF. Insurance services offered by individual representatives are offered independently of SPF. SPF does not offer tax or legal advice. This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, ME, MI, MN, NC, ND, NJ, NM, NV, NY, OH, OR, PR, SC, TX, UT, VA, WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.
This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, ME, MI, MN, NC, ND, NJ, NM, NV, NY, OH, OR, PR, SC, TX, UT, VA, WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.
IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

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