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At Dexel Financial, we are a renowned global consulting.
At Dexel, we craft personalized financial solutions to help you grow and secure your future. Our open-architecture approach ensures that we offer the right solutions, not just what's available.
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We prioritize your needs by searching the financial world for the best solutions, free from product biases. Dexel is dedicated to providing independent, expert-driven strategies that fit you.
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Dexel helps you navigate the complexities of finance with strategic planning, innovative investment options, and tailored growth solutions. Let’s shape your financial future together.
Get Started +At Dexel Financial, we're dedicated to serving Entrepreneurs, Business Owners, Growth-Oriented Professionals, Retirees & Pre-Retirees.
The Advisors at Dexel Financial are primarily fee-based financial planners. However, in our effort to create customized, tailored plans for our clients, we offer access to research and scrutinize all types of products, investment vehicles, managers, and ancillary lines (Life, Health, Disability Insurance) in order to provide risk mitigated, investment management and wholistic planning that is in your best interest.
Our promise to our clients regarding these products is complete disclosure and transparency in fees, internal expenses and assigned compensation of these products at the inception of our conversation regarding them.
We ask you why you are seeking financial advice and discuss how we might work with you as advisors.
We seek to understand your full financial picture and offer some preliminary suggestions.
We take what we learned from the analysis and turn it into a financial plan.
This is a touchpoint in the weeks following the plan presentation to check-in on next steps and talk through statements and how to access accounts.
We will schedule the first strategic review meeting three months later and then at least every six months to review
Michael O Stanley, Entrepreneur
Sarah L Wood, Growth-Oriented Professional
James R Hicks, Retiree
Linda K Gentile, Pre-Retiree
At Dexel Financial, we are a renowned global consulting.
