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Dennis M. Dehn

Investment Advisor Representative; Registered Representative

RICP®

Biography

I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:

  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies

I assist clients and help them meet their long-term financial goals. I work closely with my clients and can also work with you to:

  • Define your personal financial goals
  • Develop a financial strategy that can help you achieve these goals
  • Suggest suitable products and solutions based on your needs
  • Implement your strategy with products and services that help meet your need

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

Focus Areas

  • Insurance Strategies
  • Investment Strategies (Reg. Reps Only)
  • Business Owners
  • Retirement Income Planning
  • College Funding Strategies
  • Charitable Giving
  • Group Benefits
  • Business Succession Planning
  • Risk Management Strategies
  • Estate Planning
  • Student Loan Refinancing
  • Retirement Strategies
  • Financial Education
  • Lesbian, Gay Bisexual, Transgender, Questioning (LGBTQ)

Languages

  • English

Set-up an Appointment

Coverpath - Get a quote for term life insurance
Fortuna - A digital investment platform & a dedicated financial advisor
Commonbond - Get a preferred interest rate for student loan refinancing

CRN202207-267436

Check the background of this investment professional on FINRA's BrokerCheck