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Welcome to Dixon Financial Services

Dixon Financial Services offers individuals, families and businesses a high level of personalized service along with access to a wide variety of investment vehicles. We provide in-depth education, customized service and access to some of the greatest minds in the investment community. We utilize institutional investment managers used by the Bill & Melinda Gates Foundation, AT&T, Coca-Cola, General Motors, IBM and Toyota.

Dixon Financial Services helps clients plan for a financially successful retirement while avoiding unnecessary taxes. We help families plan for future education costs and better maximize financial aid for college. Clients learn to pay estate taxes without hardship. Clients’ investment portfolios are customized to reflect their goals for safety, income and growth.

 

 
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