Dixon & Company Wealth Management, LLC
155 Sunnynoll Court, Winston-Salem, NC 27106
About the Business
Dixon & Company Wealth Management, LLC is a finance institution located at 155 Sunnynoll Court in Winston-Salem, North Carolina, United States. Our team is dedicated to helping clients navigate the complexities of financial planning and secure their future. As an Accredited Wealth Management Advisor, we offer expert guidance and personalized solutions to meet your financial goals. Contact us at ZBAKER@DIXONWM.COM or visit our office at Suite 101 in Winston-Salem. Let us help you plan for a prosperous financial future.
Location & Phone number
155 Sunnynoll Ct STE 101, Winston-Salem, NC 27106, United States
Hours open
Monday:
9:00 AM - 4:00 PM
Tuesday:
9:00 AM - 4:00 PM
Wednesday:
9:00 AM - 4:00 PM
Thursday:
9:00 AM - 4:00 PM
Friday:
9:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Everyone at Dixon & Company prioritizes caring for people. They understand that listening, educating and investing in relationships with their clients provides far more value than any investment could ever return. As a business owner, they have helped me navigate paying off over $50,0000 in debt in only a few years and get me to the point where I was able to make some serious capital purchases without taking on any new debt! To Dixon & Company, you're not a number, a balance sheet, or a walking dollar sign, you're a person and you matter. I highly recommend them for any and all of your financial needs."
"Tyler Schweigert has been an excellent manager on my Roth IRA. He is very transparent and gives excellent advice. Highly recommend Dixon and Company!"
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- Financial Consulting
- Financial Advisor
- Tax Advisor
- Audit & Consulting
- 401K Consulting
- Asset Protection Planning
- Business Succession Planning
- Diversified Investment Strategies
- Estate Planning
- Estate Tax Management
- Family Office Services
- Financial Goals Assistance
- Financial Planning Services
- Financial Security Solutions
- Individualized Financial Plans
- Inheritance Management
- Inheritance Tax Planning
- Investment Advice
- Investment Portfolio Diversification
- Investment Portfolio Management
- Investment Risk Assessment
- Long-Term Financial Planning
- Portfolio Optimization
- Private Banking Services
- Prosperous Financial Future
- Retirement Income Planning
- Retirement Planning Strategies
- Risk Management Expertise
- Small Business Investment Options
- Small Business Retirement Plans
- Tax Optimization Techniques
- Tax-Deferred Savings
- Wealth Accumulation Strategies
- Wealth Management Advisor
- Wealth Management Firm
- Wealth Preservation Strategies
- Wealth Protection Planning
- Wealth Transfer Planning
- Wealth Transfer Solutions
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