Dollar Investment Services
VP, Senior Invstement Executive
Financial planning isn’t a tool to start using after you have money — it’s the tool you use to pursue your financial goals throughout life’s stages. Dollar Investment Services was established to help meet the needs of customers beyond everyday banking. Dollar Investment Services and Dollar Bank focus on helping to empower local families and businesses as they fulfill their financial goals.
At Dollar Investment Services, we take great pride in standing beside our clients throughout all stages of wealth management. From the accumulation/growth phase to the distribution phase, we stand beside you with ongoing advice and service to help make sure your investments are meeting your expectations.
Our goal is to help each of our clients reach financial contentment. This is achieved by understanding the client’s current state of affairs, establishing achievable short-term and long-term goals, and developing a plan to bring those goals to fruition. We constantly monitor and communicate results; and proactively manage each financial plan, addressing the ever-changing personal circumstances of our clients.
- We are Full-Service
We provide a full array of wealth management, financial advisory and
insurance services for individuals, businesses, and trusts.
- We are Your Quarterback
We work in tandem with other professionals (Estate Planning Attorneys
and Tax Accountants) to help you make smart decisions to help
address your goals in life.
- We Manage a Relationship
We do not just sell products, we utilize conservative and prudent
strategies to manage your money and your expectations.
- We Understand You are Unique
We provide each client with a customized plan and we communicate,
communicate, communicate so that you always understand your