Dedicated Financial Services
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
301 S Ham Ln Ste C, Lodi, California, 95...Phone Number
(209) 625-8755Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Dedicated Financial Services
Dedicated Financial Services offers financial planning and investment management that aligns with clients' values of Faith, Family, and Freedom. They provide personalized advice and creative strategies to help clients achieve their financial goals while ensuring risk protection through appropriate insurance coverage. Their services include values-based investing, retirement planning, and charitable giving support. The company primarily serves individuals seeking to invest without compromising their beliefs.Explore more
Dedicated Financial Services Org Chart
DI
Owner, Financial Advisor
DM
Administrative Assistant
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Dedicated Financial Services offers financial planning and investment management that aligns with clients' values of Faith, Family, and Freedom. They provide personalized advice and creative strategies to help clients achieve their financial goals while ensuring risk protection through appropriate insurance coverage. Their services include values-b... Read More
