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Dominick Anton Financial Advisor at Twin Rivers Wealth Management
Planification financière personnalisée pour l’avenir de votre famille et la tranquillité d’esprit.
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Planification financière personnalisée pour l’avenir de votre famille et la tranquillité d’esprit.
Dominick Anton, conseiller financier chez Twin Rivers Wealth Management, offre des conseils financiers experts et des stratégies d’investissement adaptées aux besoins individuels et familiaux. Axé sur l’éducation du client et un service personnalisé, Dominick aide ses clients à naviguer dans la planification de la retraite, la diversification de portefeuille et les transitions de vie telles que le veuvage ou les changements de carrière. Réputé pour son professionnalisme, sa patience et son approche chaleureuse et conviviale, il veille à ce que les clients comprennent leurs actifs et atteignent la sécurité financière tout en restant alignés sur leurs valeurs et leurs objectifs.
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Diversification de portefeuille personnalisée et conseils en investissement adaptés aux objectifs individuels et à la tolérance au risque.
Transferts de comptes IRA et stratégies d'épargne-retraite complètes pour sécuriser votre avenir financier.
Soutien personnalisé pour la planification financière familiale, y compris les achats importants et la sécurité à long terme.
Aide spécialisée lors d'événements majeurs de la vie, comme le deuil, pour vous aider à gérer les comptes financiers et les prestations.
Explications claires et accessibles, et des séances hebdomadaires pour développer l'alphabétisation financière et la confiance.
Note globale
Diana Iuras
I met Dominick to get an idea on how and on what we should focus on to ensure my family's financial future. Dominick was patient and listen to our situation and gave me a few excellent pointers on how to approach my family's financials. We will definitely follow up with those and return to him after we settle the current priorities.
Judith Kasak
I highly recommend the services of Twin Rivers Wealth Management. I was very impressed with the professional skill of Dominick Anton and the other members of the team. My special circumstance as a widow called for very specialized work and Twin Rivers Wealth Management did not disappoint. Dominick Anton was able to put me back in the driver seat within 6 weeks of my husband's passing. I was impressed by the patience that Dominick had in getting through the obstacles that exist when there is a sudden death and the spouse knows nothing about the family's financial situation. I also have little knowledge about computer technology. The financial vocabulary is also foreign to me. But with great resolve and skill Dominick lead me through the process of getting all financial accounts in my name and claimed every financial benefit. It took a bit a of work and weekly financial sessions. Besides his patience Dominick is optimistic and cheerful. I have complete confidence in Dominick's care of my interests, even the small everyday decisions, which make a big difference in my peace of mind during my bereavement.
Hallie Symons
I was fortunate to start working with Dominick approximately five years ago after I changed employers. Dominick listened to my individual needs and concerns and was incredibly helpful with rolling over my IRA and starting a new investment strategy. As someone who came late to investing, I had ground to make up and Dominick was sensitive and supportive when I shared my concerns. Dominick has helped my husband and me diversify our portfolio, plan for big purchases, and increase our financial security. I am incredibly grateful for Dominick's support, advice, and knowledge and I recommend him without hesitation.
Taylor Haeling
Dominick is an amazing financial advisor! He is very knowledgeable and aims to ensure I understand what is going on with my assets. He maintains his professionalism while being very personable - he cares about his clients! He is extremely organized and has great communication - overall very on top of it and gets things done in a timely manner! He is a great resource for all things finances.
Sarah Lee
Dominick has been a fantastic financial advisor to work with the past few years! He is very knowledgeable and helps us navigate our personal financial planning as well as thoughtful and considerate about our family life. He is easy to talk to, gives great advice, and supports our faith values which is a wonderful combination. Highly recommend reaching out to him if you are in need to financial guidance!
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