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Dixon Financial Services
Company size 1-10
AUM Up to $2 billion
Lafayette, California, United States
Dixon Financial Services, Inc.
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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