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About The Group

Comprehensive Wealth Planners at Dean Bank

When you’re trying to plan ahead for the financial independence of your family, yourself and your business, there are many questions to ask. In fact, you might not even know what all the questions are. That’s where Comprehensive Wealth Planners at Dean Bank enters the picture. We know the right questions, and - just as important - we can help you find the right answers.

Choosing the right financial services company is a very personal matter. After all, many of your plans and hopes may well depend on this one decision. Some of the professional and personal attributes to look for in a trusted financial professional are:

  • A commitment to help you clarify and to attain your financial goals
  • Ethics and integrity in which you can trust implicitly
  • Broad insurance and financial industry experience
  • Comprehensive personal and business products and services
  • Financially innovative ideas
  • Fiscal prudence to help you manage investments wisely

When you choose Comprehensive Wealth Planners at Dean Bank, you can count on all of these qualities, along with the highest level of personal service.

We engage in wealth management and financial services for individual, corporate, and institutional clients. We draw on the experience of a broad range of banking and industry professionals. Comprehensive Wealth Planners at Dean Bank is associated with knowledgable financial services professionals specializing in estate and tax planning, insurance, pension plan management, portfolio management, and individual retirement planning.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Dean Bank and Comprehensive Wealth Planners at Dean Bank are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Comprehensive Wealth Planners at Dean Bank, and may also be employees of Dean Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Dean Bank or Comprehensive Wealth Planners at Dean Bank. Securities and insurance offered through LPL or its affiliates are:

 

Not Insured by FDIC or Any Other Government AgencyNot Bank GuaranteedNot Bank Deposits or ObligationsMay Lose Value