DILLON & ASSOCIATES INC.
Dillon & Associates Inc. is a leading financial advisory firm that has been serving clients for over 20 years. Founded in 1999, the firm has established itself as a trusted partner for individuals, families, and businesses looking for expert financial guidance. With a team of skilled advisors and a commitment to personalized service, Dillon & Associates Inc. helps clients achieve their financial goals with confidence and peace of mind.
How does the advisor help clients – Key Takeaways:
There are several key ways in which Dillon & Associates Inc. helps clients achieve financial success:
- Comprehensive financial planning tailored to each client’s unique goals and needs
- Investment management and portfolio rebalancing to maximize growth and minimize risk
- Retirement planning and income strategies for a secure and comfortable future
- Estate planning to preserve wealth and pass it on to future generations
Facts and Insights
As a financial expert, Dillon & Associates Inc. provides valuable insights and market updates to clients, allowing them to make informed decisions about their financial future. Here are some key facts and figures about the firm:
- Over $500 million in assets under management
- A team of 10 experienced advisors
- Over 20 years in business
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 20 years |
Financial Services Offered
Dillon & Associates Inc. provides a wide range of financial services to cater to the diverse needs of its clients. These include:
- Financial planning and analysis
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance services
- College planning
- Small business planning
Client Types
Dillon & Associates Inc. works with a diverse client base, including:
- Individuals
- Families
- Small business owners
- Retirees
Fees & Compensation
At Dillon & Associates Inc., transparent and fair fees are a top priority. The firm operates on a fee-only basis, meaning clients are only charged for the services they receive, with no hidden costs or commissions. Fees are calculated as a percentage of assets under management, ensuring that the interests of the firm and its clients are always aligned.
Background
The team at Dillon & Associates Inc. is comprised of highly qualified and experienced financial professionals. From certified financial planners (CFPs) and chartered financial analysts (CFAs) to accountants and attorneys, the advisors at Dillon & Associates Inc. bring a wealth of knowledge and expertise to the table.
Financial Advisor Disclosures to Know
Dillon & Associates Inc. operates with full transparency and complies with all legal and regulatory requirements. As a registered investment advisor (RIA), the firm is held to the highest standard of fiduciary duty, meaning that it puts its clients’ interests above its own and must always act in their best interests. Additionally, all advisors at Dillon & Associates Inc. have a clean record and are fully disclosed on the Securities and Exchange Commission (SEC) website.