HAROLD DANCE INVESTMENTS – Your Trusted Financial Expert
Harold Dance Investments is a leading financial advisory firm with a proven track record of helping clients achieve their financial goals. With a dedicated team of experienced and knowledgeable advisors, the firm offers a wide range of financial services to individuals, families, and businesses.
How does the advisor help clients – Key Takeaways:
- Assisting clients in setting and achieving financial goals through a tailored approach.
- Providing personalized investment strategies based on individual risk tolerance and financial objectives.
- Regularly monitoring and adjusting investments to ensure they align with changing market conditions.
- Offering comprehensive financial planning services to help clients plan for retirement, education, and other long-term goals.
- Developing tax-efficient strategies to help clients minimize their tax burden.
Facts and Insights
At Harold Dance Investments, we understand that every client’s financial situation and goals are unique. That’s why we take a personalized approach to financial planning, tailoring our services to address each client’s specific needs. We prioritize transparency and communication, ensuring that our clients stay informed and involved in the decision-making process.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
- Investment management
- Financial planning
- Tax planning
- Estate planning
- Retirement planning
- Education planning
- Insurance planning
Client Types
Harold Dance Investments serves a diverse range of clients, including individuals, families, and businesses. We have experience working with clients of all ages and backgrounds, and we are dedicated to helping each one achieve their unique financial goals.
Fees & Compensation
HDI operates on a fee-based compensation model, where fees are based on a percentage of assets under management. This structure aligns our interests with those of our clients, as our compensation is tied to the performance of their investments. We believe in full transparency and are committed to providing our clients with comprehensive fee schedules and explanations of all associated fees.
Background
Harold Dance has been in the financial services industry for over 20 years and has extensive experience in investment management, financial planning, and tax planning. He is a Certified Financial Planner (CFP) and holds a Bachelor’s degree in Finance. Harold is dedicated to continuing education and staying up-to-date with the latest industry trends and developments.
Financial Advisor Disclosures to Know
- Harold Dance Investments is a registered investment advisor.
- Our advisors are bound by fiduciary duty, meaning we always act in the best interests of our clients.
- We do not have any disclosures or disciplinary actions on our record.
- Our team adheres to strict compliance guidelines and regularly undergoes training to ensure we are upholding the highest ethical standards.
At Harold Dance Investments, we are committed to helping each and every one of our clients achieve their financial goals. Contact us today to learn more about how we can help you secure a strong financial future.