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NEST Financial
Donner du pouvoir à votre avenir financier grâce à une gestion de patrimoine personnalisée et axée sur l’éducation financière.
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Business
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Donner du pouvoir à votre avenir financier grâce à une gestion de patrimoine personnalisée et axée sur l’éducation financière.
NEST Financial est une société de conseil financier de premier plan à Austin, Texas, dédiée à offrir une gestion de patrimoine complète et des stratégies d'investissement. L'équipe, dirigée par Dan Dillard, Gloria et Sean, met l'accent sur l'éducation des clients — en particulier les femmes et les entrepreneurs — afin de les aider à prendre des décisions financières éclairées. Avec une approche centrée sur le client, elle propose des services personnalisés comprenant la gestion d'investissements, la planification de la retraite et des solutions d'assurance, garantissant une sécurité financière à long terme et la tranquillité d'esprit.
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Gestion personnalisée de portefeuille et stratégies de diversification pour faire croître et protéger vos actifs.
Planification complète de la retraite, y compris les transferts de 401(k) et la sécurité financière à long terme.
Ateliers et ressources pour permettre aux clients de mieux comprendre les tendances et les stratégies financières.
Planification d'assurance sur mesure pour protéger votre avenir financier et atténuer les risques.
Planification financière holistique pour les particuliers et les familles à patrimoine élevé.
Conseil réactif et honnête axé sur vos intérêts et objectifs financiers.
Note globale
john hungerford
Dan and company have been taking care of our financial needs since the early 90's. They have always been courteous and most of all honest. Together with Gloria and Sean, Dan has created a very cohesive unit which is on top of the current and future trends careing for all of their clients like family. We would not have anyone else looking after us.
Vi Bot
I have worked closely with Gloria/Nest to plan for my future goals. Gloria is a professional and very kind person whose passion for her work shows through her attention to detail in helping her clients. Working with Nest was my first experience speaking with a financial advisor and I am so glad I took this step. Great company and greater people.
Nathan
Dan and the team at Nest Financial have helped me see my financial situation with such clarity - it feels like a veil has been lifted. They are diligent and methodical in their work, and the result is tremendous insight into where you are, and how to get where you want to be - using their expertise and strategies (some of which I had no idea existed). Now I can make decisions about my future with confidence, while keeping in mind all the ways I could adapt my plans if needed.
Maura Hamilton
Dan, Gloria, and the entire Nest team are simply amazing. Responsive and engaging. Always willing to help. They have manage my and my grandmothers investments for years and have made caring for my grandmother much less stressful financially. I also love that Dan is focused on educating his clients and in particular, women. As a female entrepreneur, I really appreciate the opportunities he has provided me.
Garland
I have been a client of Dan Dillard's even before he started NEST Financial. What originally drew me to him for financial advice was his emphasis on educating people and potential clients. He brought in various speakers to his public sessions and helped people get the facts. And even after forming NEST Financial, he still excels at helping people become educated on financial issues. He now holds video conferences to communicate with his clients or other people on a regular basis. The NEST Team (Dan, Gloria and Sean) work together very well and each person brings a set of skills the mesh together for the client. I have had the pleasure of talking and working with each of them at various times. I like the fact that they keep on the forefront of what is going on in the investment and financial world. When I first came to Dan, he helped me invest old 401Ks (that were consistently losing money) into worthwhile financial investments that turned my situation around. He has helped me with insurance and diversifying my investments... including investments outside the stock market. I have learned a tremendous amount from Dan over the years. And with the current team at NEST with Dan, Gloria and Sean and the work they have done to become associated with Folio, it seems like they are headed for even bigger and better things in the future. I have nothing but compliments for the NEST team... they listen to their clients... they are responsive to their clients for getting things done, never pushy and I feel like they give me advice based on what they truly think is in my best interest.
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