Chepenik Financial offers all the strategic solutions and products you would expect from a financial services firm. Yet we conduct business differently. Sure, we love welcoming new clients. But our real specialty is maintaing excellent client service for the long haul. That means providing:
Barney's service-centered approach opened new doors for his innovative company - beyond just insurance. Soon, Barney's clients were seeking financial guidance from the man they had grown to trust. They wanted advice on retirement planning, investment services and more.
Enter Jason Chepenik, Barney's middle son and an established financial planner and securities trader. In 1999, Jason joined the Chepenik team, and the company was soon providing new services to their decades-old clients and attracting new clients from across the country. As the needs of Chepenik's clients continued to grow and evolve, so did the firm, expanding its team to include expertise in key areas such as financial planning and investments, health insurance, life insurance, and health and welfare planning.
And in 2008, Chepenik Financial took a strong step in a new direction by switching to NRP Financial, a wholly-owned subsidiary of National Retirement Partners and one of the fastest growing broker/dealers in the country. The move gave the company more resources than ever to help clients reach their retirement goals.
Today, Chepenik Financial is one of the region's leading providers of corporate benefits and individual investment planning services. But they're not resting on their laurels. Every member of the team continues to maintain close personal contact with each and every client. In this way, Chepenik Financial remains true to Barney's original vision - to go beyond just writing policies and to always go beyond the clients' expectations.
