Results for: certified-financial-planner-certification-in-mumbai Search Results
Family Filter:
Donald F. Dempsey, founder of Dempsey Investment Management LLC in Williston Vermont, is a Certified Financial Plannerâ„¢ Practitioner. He is also a Chartered Mutual Fund Counselor with the College of Financial Planning in Denver, CO. Serving clients in Burlington, South Burlington, Essex, Williston, Shelburne, and all cities and towns in Vermont, investments & planning covers stocks, bonds, mutual funds, Exchange Traded Funds (ETF's), Annuities, 529's and Custodial Accounts, Insurance, Estate Planning, Cash Flow, Retirement Projections, IRA's, 401K's, Rollovers, & Investment Accounts. Mr. Dempsey is a customer-focused, independent, Fee-Only financial advisor providing financial solutions since 1994. He does not earn commissions from the financial products & services he recommends. He reviews, builds and manages client portfolios utilizing investments suited to the individual client. Comfort level, risk, returns, and goals are emphasized with each portfolio. As an independent, Fee-Only advisor, Mr. Dempsey is held to a fiduciary standard, so he is loyal to the client, always putting the client's needs first.
Certification (CFP) is a characteristic of perfection allowed to people who meet the stringent models of instruction, examination, experience and morals.
1 Apr 2017
Share Video