Insurance, Investments, IRA & Tax Preparation
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Insurance Agency with Affordable Policies & Investment Services
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| Find the answer to your financial needs, IRA planning and tax preparation with insurance policies and investment services from our company in Dixon, California. Dixon Financial & Insurance Services is an independent financial and insurance agency that offers a wide array of solutions to secure you and your family’s future. Ask us about building your family’s financial future with mutual funds, stocks and bonds. Let us help you prepare for your children’s’ future by setting up a College Savings plan. We’ll also help you set up an investment for your retirement with IRA, Roth IRA, TSA, 401-K Plans and Pension Plans. We are your one stop for all of your financial and insurance needs. The time to set up an investment in your family’s future is now. |
Build your family’s financial future
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| Build your family’s financial future with investment services from Dixon Financial & Insurance Services. Call us to set up an appointment and we will evaluate and discuss your current investment portfolio. Then our expert financial planners will work with you to develop an investment strategy. Ask us about building your family’s financial future with mutual funds, stocks and bonds. You and your family’s future depend on your insurance, investments and tax preparation strategies. Contact us at (707) 678-4600 to set up an appointment with a consultant today. |
Experience Working With:
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| •Mutual Funds•Stocks •Bonds |
•Roth IRA•IRA •TSA |
•College Savings•401-K Plans •Pension Plans |
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Personal & Commercial Insurance
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| Protect your family, home, or business with comprehensive insurance coverage from Dixon Financial & Insurance Services. We work with a variety of the top insurance carriers in the nation, including Fidelity™, Progressive™, Safeco™, and Travelers™ to cover private and commercial clients. Our insurance agency does this in an effort to provide you and your business with the lowest rates. |
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| Call our insurance agency today at (707) 678-4600 for a policy quote or an investment plan |
Securities offered through: Whitehall-Parker Securities Inc. 477 Pacific Ave., 2nd Floor San Francisco, CA 94133
(415) 421-5935 Member FINRA/SIPC http://www.FINRA.org/
