At Susan Dick Financial Services, LLC, we take a comprehensive approach to wealth management, risk management, tax planning and estate planning. Tailored portfolios and financial plans are developed, seeking out opportunities from a global vantage point and factoring micro- and macroeconomic conditions to develop plans designed to sustain over the long term. Each strategy we employ is intended to balance growth with the appropriate level of risk, while furthering your financial goals. We believe the advisory relationship should be ongoing, growing stronger with time. We actively manage and review portfolios to ensure they stay consistent with your goals, using the original strategy as guidepost. We commit our full capabilities as a team to your success, united behind the pursuit of your ideal financial future.
Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Susan Dick Financial Services, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. You should discuss any tax or legal matters with the appropriate professional.
Member Since: 2005