Dean Financial Services, based out of Beavercreek, OH, is a reputable local investment advisory firm. With over 210 individual clients and more than $206,529,000 in assets under management, they have established themselves as a trusted partner in wealth management. Catering to a diverse clientele, Dean Financial Services offers a range of financial services, including accounting and financial planning.
With a strong focus on employer 401Ks and individual investment management, Dean Financial Services boasts extensive expertise in this field. All of the assets they manage are under a discretionary framework, allowing them to make ...
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Assets Under Mgmt
$206.53M
Investment Professionals
5
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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