David T.
3/28/2019
Dale and his team are the best. I don't just write those words in order to simply say something nice, but really mean it. For my wife and I, when it comes to handling our money and retirement, we...
Dedicated Financial Services
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(3)
301 S Ham Ln Ste C
Lodi, CA 95242
Dedicated Financial Services is a reputable financial firm based in Lodi, CA, specializing in providing personalized financial solutions to individuals and businesses.
With a focus on financial planning, investment management, and retirement strategies, Dedicated Financial Services aims to help clients achieve their long-term financial goals with expert guidance and tailored advice.
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Reviews
5.03 reviews
Sandy C.
12/13/2019
I'm in the process of setting up a life insurance policy for my husband and then I'll be opening a self employed retirement account. I'm working with Charles and he's so very knowledgeable. Do...
Corinne S.
3/20/2019
I feel truly blessed to have connected with Dale years ago when I was searching for a financial advisor. He is professional, supportive, and personable. I truly appreciate his guidance and him...
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