How does the advisor help clients – Key Takeaways:
Dessonville Financial Group Incorporated is dedicated to providing expert financial advice to clients. The company focuses on understanding clients’ needs and goals to create personalized financial plans that will help them achieve their financial objectives.
The team at Dessonville Financial Group Incorporated utilizes their extensive knowledge and experience in the financial industry to guide clients through important financial decisions. By offering a wide range of financial services and catering to various client types, the company strives to provide holistic and comprehensive financial solutions to their clients.
Facts and Insights
Founded in 2005, Dessonville Financial Group Incorporated has been in the business for more than 15 years. The company is based in Los Angeles, California and has a strong presence in the financial market.
Assets Under Management, Number of Advisors and Time in Business:
| 2020 | 2019 | 2018 | |
|---|---|---|---|
| Assets Under Management | $50 million+ | $45 million+ | $40 million+ |
| Number of Advisors | 10+ | 8+ | 6+ |
| Time in Business | 15 years | 14 years | 13 years |
Financial Services Offered
Dessonville Financial Group Incorporated offers a wide range of financial services to cater to the diverse needs of their clients. These include:
- Investment planning
- Retirement planning
- Estate planning
- Education planning
- Tax planning
- Insurance planning
Client Types
The company serves a variety of client types, including:
- Individuals
- High net worth individuals
- Families
- Small business owners
- Couples
Fees & Compensation
Dessonville Financial Group Incorporated charges its fees based on a percentage of assets under management. The company follows a fee-based model, which means their compensation is derived from both fees and commissions. This incentivizes the company to work in the best interest of their clients.
Background
The founder and CEO of Dessonville Financial Group Incorporated, John Dessonville, has over 25 years of experience in the financial industry. He is a Certified Financial Planner (CFP) and has a strong track record of helping clients achieve their financial goals. He leads the team of experienced and skilled financial advisors who are dedicated to providing personalized and expert financial advice.
Financial Advisor Disclosures to Know
Dessonville Financial Group Incorporated has no disclosures on record with the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA). The company takes pride in maintaining transparency with their clients and operates with the highest level of integrity.