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Dixon Financial Services
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Summary
location iconLafayette, California
company sizeCompany size: 1-10
aumAUM: Up to $2B

Dixon Financial Services, Inc. is an independent, SEC registered investment adviser based in Lafayette, California founded in 1989. Dixon Financial Services, Inc. provides investment management services including financial planning, tax planning, retirement planning, estate planning, insurance planning and philanthropic planning for individual clients and charitable organziations.

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