Dixon Financial Services
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
875 Las Trampas Rd, Lafayette, Californi...Phone Number
(925) 283-3104Website
www.dfsinc.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Dixon Financial Services
Dixon Financial Services, Inc. is an Independent Registered Investment Advisor based in Lafayette, CA, dedicated to helping individuals achieve financial happiness through customized solutions. Their services include comprehensive planning, purpose-driven investing, wealth management, and charitable giving, catering to a diverse clientele ranging from young families to established executives and retirees. The firm emphasizes a client-first philosophy, focusing on transparent relationships and tailored strategies to meet clients' financial and lifestyle goals. With a disciplined approach to investment and a commitment to mutual trust, they aim to provide peace of mind and clearly defined financial plans.Explore more
Dixon Financial Services Org Chart
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Dixon Financial Services, Inc. is an Independent Registered Investment Advisor based in Lafayette, CA, dedicated to helping individuals achieve financial happiness through customized solutions. Their services include comprehensive planning, purpose-driven investing, wealth management, and charitable giving, catering to a diverse clientele ranging f... Read More
