Dixon & Company Wealth Mgmt | Winston-Salem, NC

Service Area: Winston-Salem, NC
Team Size: 5 employees
Business Duration: 13 years

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

Cash
Check
Credit Card
Google Pay
Square Cash App

Services Offered

Service type

Retirement planning
Life insurance review
Investment review
Tax planning
Trusts or estate planning
Annuities
Mutual funds
General financial planning
College planning
Home purchase

Work location

My customers travel to me
I work remotely (phone or internet)
I travel to my customers

About

I'm Ben Shamberger with Dixon & Company Wealth Management. I'm a CERTIFIED FINANCIAL PLANNER™ and I've been in business 10+ years. My areas of focus include investment management, retirement planning, retirement income planning, social security strategies, equity compensation, tax planning, life insurance optimization, risk mitigation and estate planning.

Along with offering virtual and in person meetings, our company utilizes digital scheduling and onboarding processes, we will work together with your accountants, bookkeepers, attorneys and other financial professionals to help you reach your goals.

License

This service provider might not be licensed, so we strongly recommend that you reach out directly to inquire about their license status.

Verification

Background Check
- Benjamin Shamberger
- Completed on 9/7/2022

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