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Dixon Financial Services, Inc. | Financial Advisor Lafayette, CA

Dixon Financial Services, Inc. is a Independent Registered Investment Advisor located in Lafayette, CA.

http://www.dfsinc.com/

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Dixon Financial Services

875 Las●●●●●●●as Road

Laf●●●tte , CA, 94549

US

1.99●●●●9999
1.99●●●●9999
ho●●●●●●●●@SQUISH.COM

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Dixon Financial Services

Dixon, Michael

875 Las●●●●●●●as Road

Laf●●●tte , CA, 94549-4825

US

1.92●●●●3104
1.92●●●●3524
mi●●●@dfsinc.com

View this contact

null

Foley, Jakob

875 La●●●●●●pas Rd

Laf●●●tte , CA, 94549

US

1.53●●●●9290
ja●●●@jsfoley.net

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Dixon Financial Services, Inc. | Financial Advisor Lafayette, CA | dfsinc.com Reviews

https://dfsinc.com

Dixon Financial Services, Inc. is a Independent Registered Investment Advisor located in Lafayette, CA.

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Dixon Financial Services, Inc. | Values Based Investing

http://www.dfsinc.com/quality-of-life/values-based-investing.html

Our success is measured by our clients reaching their lifestyle goals and objectives. Philanthropy and Charitable Giving. At Dixon Financial Services. We are actively seeking to expand the positive good that can be expressed in the world through the allocation of our clients’ funds, as we believe this expresses our values, reduces legal and regulatory risk, and enhances the potential for long-term, sustainable social structures and investment returns.

2

Dixon Financial Services, Inc. | Our Focus

http://www.dfsinc.com/our-focus.html

Helping individuals discover, achieve and maintain financial happiness through customized solutions. Once you have reached a certain level of success, common solutions can no longer provide the sophisticated results that your financial affairs deserve. The selection of your financial advisor is critical to the outcome of your business and personal financial decisions. Alues trust and confidentiality. Oyal to our Clients and Peers. Ngaged in our profession and our community. Ccountable to our Clients.

3

Dixon Financial Services, Inc. | Wisdom

http://www.dfsinc.com/wisdom.html

Applying evidence-based investment principles and research to create efficient and effective financial lifestyle solutions. At Dixon Financial services, our portfolio management programs combine more than eight decades of market data, Nobel Prize-winning academic research and the latest discoveries in behavioral finance into a distinctive investment approach.

4

Dixon Financial Services, Inc. | Our Process

http://www.dfsinc.com/our-team/our-process.html

Driven for quality of life, we love what we do and revel in helping our clients achieve the art of financial happiness. Whether it be saving for your children’s future, securing your own, building your legacy or ensuring your investments are aligned with your principles, we take on your goals as our own. Our process for anyone recommended to us includes:. Providing introductory information about our firm. Discussing our approach to Asset Class Investing and Financial Lifestyle Planning. Determine and Cus...

5

Dixon Financial Services, Inc. | Our Story

http://www.dfsinc.com/our-team.html

Driven for quality of life, we love what we do and revel in helping our clients achieve the art of financial happiness. When Dixon Financial Services. Was founded in 1989, a critical decisions was made, which we still live by today. We don’t actively advertise; the business we receive is by word of mouth and we try to only work with those individuals and institutions who wish to build a long-term relationship; one that hopefully lasts a lifetime.

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