Financial & Investment ServicesAccountantsInsurance
You'll benefit from our 5-step process to managing your money:
1. To our first no-obligation meeting, you bring a financial questionnaire. We discuss where you are and where you would like to be.
2.We gather detailed information at our second meeting and verify your needs and goals.
3. We prepare a financial plan specifically for you, and review it with you.
4. After implementation, we monitor the plan to make sure it remains on track.
5. We will meet periodically and make adjustments to meet changes in your life and market conditions.
We strive to be your financial point person, the one you call first with a financial question. Jon Dabareiner, your local advisor for 24 years.
All investment advisory services are offered through Lopez Wealth Management, LLC, a registered investment advisor, where Jon Dabareiner is registered. Lopez Wealth Management, LLC and Dabareiner Wealth Management Group, LLC are not affiliated. Contact 955 West Main Street,Abingdon, VA 24210 or Toll Free: 800-838-4370