Financial Planning and Socially Responsible Portfolio Management. Dovetail Financial is affiliated with Arista Investment Advisors in Albany NY. Arista is a Registered Investment Advisor and regulated by the Securities and Exchange Commission. Dovetail Financial serves clients throughout the country. At Dovetail Financial, we recognize that your life has a further meaning than simply amassing wealth, and that your true goals express a greater purpose. Our clients want the stewardship of their money to be an expression of this greater purpose, an expression of their personal values. They want their investment choices to reflect a vision of the world they want to live in. Inasmuch as our clients are setting aside funds to support the realization of their life's intention, so too do they want the management of their financial resources to be a part of their contribution to the realization of that world. It can be challenging to see if a certain financial decision is in harmony with our personal values and contributes to the world in which we want to live. Sometimes, it's a challenge to even articulate what those values are or what that world looks like. The answers are unique for every person, and require individual exploration.
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Social Security income planning, retirement financial planning, account diversification, 401k & IRA evaluations, Retirement Plan Rollovers, retirement plan distributions, life Insurance & annuity Review
Providing top-notch Soquel, CA Financial-Services is no simple task, but at Paul B Drescher Financial, we deliver insightful information and advice. We always remain accessible to hear your goals and concerns.
During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
We invest our time and business expertise in helping the leaders of small and medium sized businesses grow their profitability. We work with you over an extended period, to find the most efficient and least expensive processing solutions for your business. We also consult with you on using the newest technology to your best advantage , and how it might help you increase your marketing results. We specialize in standard terminals, mobile and smart phone applications, along with both computer gateway and shopping cart systems. We also have several POS programs available
