D&
Dixon & Company Wealth Management, LLC
Orientación financiera compasiva para la planificación de la jubilación, el presupuesto y el crecimiento de la cartera de inversiones.
5
Business
$$$
Orientación financiera compasiva para la planificación de la jubilación, el presupuesto y el crecimiento de la cartera de inversiones.
Dixon & Company Wealth Management, LLC ofrece planificación financiera y gestión de patrimonio en Winston-Salem, Carolina del Norte. Los clientes elogian a Ben, Tyler y Zach por escuchar, mostrar interés y entregar planes de jubilación realistas, asistencia para elaborar presupuestos, orientación sobre deudas y crecimiento de la cartera de inversiones. El equipo se describe como sin juicios y solidario, brindando rendición de cuentas a medida que los clientes trabajan hacia la jubilación y hitos como el ahorro para el pago inicial de una casa.
No hay fotos disponibles
Estrategias integrales para planificar la jubilación, que incluyen cronogramas, gestión de ingresos y optimización de la cartera.
Asesoramiento de inversiones personalizado y estrategias de crecimiento de la cartera adaptadas a sus objetivos financieros y a su tolerancia al riesgo.
Sesiones individuales para crear presupuestos, gestionar deudas y fortalecer la educación financiera con apoyo para rendición de cuentas.
Servicios de planificación financiera integral que abarcan ahorro, inversiones y la construcción de patrimonio a largo plazo.
Consultas iniciales para evaluar su situación financiera y desarrollar planes personalizados para el crecimiento futuro.
Calificación general
Maria Fitton
Ben, Tyler & Zach are a great team. They listen, they care, and they will help you make the most of what you worked and saved for... the financial plan for our retirement gave us a realistic plan as to how to handle our finances and how retirement could happen much sooner than we thought. From a background perspective I worked in financial services for 17 years and at an accounting firm 6 years.
Jessica Guyer
I cannot overstate the impact that working with Ben at Dixon and Company has had on my life. From the beginning, Ben was nonjudgmental and created space for me to be honest about the many things I didn’t know and understand about my finances and over the year that we have worked together he has taught me so much without ever talking over my head or making me feel overwhelmed. Money used to be a constant worry and a part of my life that I avoided dealing with but working with Ben has turned that around entirely. Wholeheartedly recommend!
AP G
I’ve been working with Ben at Dixon wealth Management for over a year. I am doing my second round of financial counseling. It’s $200 bucks each time but I am so grateful for our monthly sessions. Having someone help me get a budget started, taking me through investments, and being an accountability partner as I work towards getting this debt under control. For me Ben’s approach is so fun and also supportive. Thanks to Dixon Wealth Management!
Debbie Schallock
I've been working with Ben for a year now. And wow, my financial planning, preparedness, knowledge and growth have expanded greatly! I have several accounts working more efficiently in my favor as I work towards retirement. I've been able to save 20% down for my home buying this year. I did that in one year - unbelievable! And most importantly, I've learned so much. Ben met where I'm at (aka newbie) helping me understand investing, stocks, mutual funds, and navigating the current climate. I'm honored to be a client of Ben's and Dixon Wealth Management!
Felipa Cespedes
Had a great meeting with Tyler about my future and he shared some great insights with me on how to continue to grow my portfolio. I’m looking forward to working with him and the firm! Definitely recommend setting up a consultation to learn how they can help you grow your portfolio for 2025 and beyond. Thank you
Reclama Dixon & Company Wealth Management, LLC para actualizar la información, responder reseñas y acceder a las estadísticas.
