DEDWEN FINANCIAL

Let’s Succeed Together!

Whatever changes you’re hoping to make or goals you’re trying to achieve, I’ll provide you with sound advice and professional guidance every step of the way. Take a look at my site and see all that I can do for you today.

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BIO

Financial & Professional Consulting

Our goal is to help educate our clientele so they can effectively create and maintain intergenerational wealth.
I provide total financial needs analysis through a network of experienced professionals with expertise in:
• Advisory services
• Retirement analysis and programs
• Estate strategies
• Employee benefit and retention services
• Business continuation strategies
• Trust services

I am licensed to sell insurance and securities in: New York.
Securities offered through IBN Financial Services, Inc. Member: FINRA & SIPC.

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SERVICES

Expertise. Intuition. Ingenuity.

Full List Of Services

Interested in getting advice from an experienced and professional Financial Advisor? Schedule a call today and see what I can do for you.

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RETIREMENT PLANNING

Since founding my business, I’ve provided my clients with a wide range of consulting services such as this one. To find out more, get in touch.

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CONTACT ME

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