Georgette Duleba Email & Phone Number

Getting to know your story and understanding your financial needs is how I can work to guide you through life’s complexities and help you plan accordingly. Through investment education, I can partner with you to develop a financial plan that will help you work toward your financial goals. At D.A. Davidson, we can help provide you with guidance in the following areas: investments, insurance, liabilities, qualified retirement plans/IRA distributions, corporate executive stock options, business succession planning, retirement planning, durable powers of attorney, gifting to children/descendants, charitable gifting, titling of assets, executor/successor trustee issues, distribution of wealth at death and charitable inclinations at death. Please direct all business communications to me at gduleba@dadco.comNot a Deposit - Not FDIC Insured - Not Guaranteed by the Bank - May Lose Value - Not Insured by Any Federal Government Agency