Dumont & Blake Investment Advisors delivers peace-of-mind financial solutions. We have been in the Financial Advisory business for decades and currently manage more than $275 Million in client assets. Our investor clients receive a custom-tailored and intelligently balanced portfolio of Stocks, Bonds and ETFs so that their wealth is preserved, assets grow over time, and they have plenty of money for retirement.
1. ABOUT DUMONT AND BLAKE
• Independent Registered Investment Advisors
• More than $275 million in assets under management
• Management team has an average of 25 years in the portfolio management and advisory business
• Client portfolios are structured using stocks, bonds and exchange traded funds (ETFs)
• Clients have direct access to the management team and decision makers
• Our compensation is fee-based, not commission-based
• We build long-lasting relationships with our clients
2. STRATEGIES
Dumont & Blake Investment Advisors employs sophisticated investment strategies to manage client portfolios. We offer the following portfolio strategies:
A. Core Equity Strategy
B. Exchange Traded Funds (“ETF”) Strategy
C. Enhanced Income Option Strategy (“EIOS”)
D. Tactical Allocation Strategy
3. SERVICES
We Deliver:
• Financial solutions for individuals, business owners, widows/ widowers, divorcees, retirees, seniors, charities, and trustees, including asset consolidation to simplify your financial life
• Tax efficiency and cost effectiveness
• Help in meeting the challenges of your life-changing events, such as retirement,
loss of a spouse, divorce, selling or buying a business, paying for college, and
caring for elderly parents
• Retirement income planning
• Estate coordination
4. EARNING YOUR CONFIDENCE AND TRUST
We look forward to partnering with you to structure and guide your financial success.
It’s ALL about you.
Company Details
- Employees
- 7
- Founded
- -
- Address
- Strategy
- Phone
- 800-345-3200
- in****@****ake.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- dumontandblake.com
- Keywords
- Follow.
Dumont & Blake Investment Advisors Questions
Dumont & Blake Investment Advisors's helpline number is 800-345-3200
Dumont & Blake Investment Advisors's website is dumontandblake.com
Dumont & Blake Investment Advisors's LinkedIn profile is https://www.linkedin.com/company/dumontandblake
Dumont & Blake Investment Advisors has
7 employees.
View email and phone details for 7
employees at Dumont & Blake Investment Advisors.
Dumont & Blake Investment Advisors's industry is
Financial Services
Dumont & Blake Investment Advisors's top competitors are
Glen Eagle Advisors, Llc,
Centerbridge Partners, L.p.,
Titan Investors,
M&r Capital Management, Inc.,
Behavioral Economics Co.,
Icreditworks,
Provident Healthcare Partners,
Harris Williams,
Empirecyber Group,
Spartan Capital Securities, Llc.
Dumont & Blake Investment Advisors's support email address is info@dumontandblake.com
Dumont & Blake Investment Advisors's categories are Financial Services
Dumont & Blake Investment Advisors's founding year is 1999
