Dodds Wealth Advisors is an independent wealth management firm comprised of several of Pat and Sharon Dodds's children and in-laws. Part of our mission is to serve our clients and their best interests in such a way that they feel as though we're family. Our company was formed based on the values of integrity, commitment, fairness, credibility, and opportunity. Our advisors serve as your financial advocate and help guide you along your financial journey by talking with you about your life and your goals and anticipate changes that need to occur in your financial strategy. We best serve you by offering retirement accumulation and income planning, a wealth plan, active portfolio management, estate and legacy planning, risk management, and pro-active tax planning.
Disclaimer "Dodds Wealth Advisors is an independent firm not affiliated with Money Concepts Capital Corp."
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Please remember investing involves risks, and the value of your investment will fluctuate over time and you may gain or lose money. All Securities Offered Money Concepts Capital Corp. Member FINRA /SIPC
© 1979-2010 Money Concepts International Inc.
Company Details
- Employees
- 12
- Founded
- -
- Address
- 145 S. Main Street 2nd Floor, Bellefontaine,ohio 43311,united States
- Phone
- 937-592-0200
- in****@****ors.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- doddswealthadvisors.com
- Keywords
- Independent Financial Planning, Financial Advisors, Retirement Accumulation and Income Planning, Active Portfolio Management, Wealth Planning, Estate and Legacy Planning, Risk Management, Pro-active Tax Planning.
- HQ
- Bellefontaine, Ohio
Dodds Wealth Advisors Questions
Dodds Wealth Advisors's helpline number is 937-592-0200
Dodds Wealth Advisors's website is doddswealthadvisors.com
Dodds Wealth Advisors's LinkedIn profile is https://www.linkedin.com/company/doddswealthadvisors
Dodds Wealth Advisors has
12 employees.
View email and phone details for 12
employees at Dodds Wealth Advisors.
Dodds Wealth Advisors's industry is
Financial Services
Dodds Wealth Advisors's top competitors are
Rothschild & Co,
Tyto Athene, Llc,
Dodds Wealth,
Lockton,
Money Concepts.
Dodds Wealth Advisors's support email address is info@doddswealthadvisors.com
Dodds Wealth Advisors's categories are Financial Services
Dodds Wealth Advisors's founding year is 1979
