Susan Dicks Financial Service

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We are delighted in the interest you have shown in our firm. We take great pride in the quality of work done for those we serve because we believe it is truly a privilege to work for our clients. You will receive the opportunity to plan with a financial advisor who can offer a personalized financial strategy designed uniquely for you. Your individual portfolio will be based on your situation, needs, wants, and goals. It will be designed to account for change, both in the market and with your circumstances, so that it can work with you and for you at every stage of your life.
When teaming with the client, strategic planning to meet that client's financial goals can be obtained. Recommended investment strategies are explained in an understandable manner, and every decision made will focus on achieving the results the clients want. We help clients achieve financial independence through professional advice and experience, individualized planning, sound risk management, quality investment products, and personal service. When it comes to your financial future, make sure you plan with a partner.

A trustworthy and competent financial advisor

Timely transactions at the best available prices
Full disclosure of costs and risks

Comprehensive statements and trade confirmations
Prompt error and complaint resolution