
Award based on 10 objective criteria associated withproviding quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2014-2020 Five Star Wealth Managers.
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- DFG Wealth Management Services.pdf
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Doug always takes the time the time to provide recommendations, offer to have a phone/in person discussion at a convenient time for me and to keep my updated on my portfolio and the greater market place.
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