Dachtler Wealth Mngt

★★★★★
  • 2130 E Bidwell St # 100

    Folsom, CA 95630

    Map & Directions
  • 916-933-3076

About Dachtler Wealth Mngt

Categories
Hours
Mon. - Fri. 9am - 5pm;Sat. - Sun. CLOSED

Finance

Finance
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My husband and I were introduced to Dachtler Wealth Management in Folsom CA several years ago. After our initial visit with Dennis we were certain that we were making an excellent decision in placing our confidence with the firm, which bears his name. Having started the privately held company 28 years ago, Dachtler Wealth Management presented many investment advantages and unique personalized services not commonly found in larger companies. Their dedication, insight and knowledge combined with their superior level of attention, powerful investment and financial resources, extensive retirement programs and use of financial global research uniquely positions Dachtler Wealth Management in the financial services industry.

Our financial profile and investment portfolio was not extremely unusual in that we had just sold our business and we were looking for unique ways to minimize our tax burden while providing us with financial security and long term care options. Dennis provided estate planning and a financial / retirement plan that substantially reduced our taxes and provided our children and our grandchildren with the security and education funding that we have always wanted for them.

We have spoken with many financial planners / financial advisers in the past and now we finally have found someone who listens, understands and places our needs and values first.

If you are getting serious about your retirement and estate planning requirements you might want to give them a call to set up a personal visit. We are very pleased with their genuineness, superior level of service and their attention to our personal financial advisory needs.

2
★★★★★

My husband and I were introduced to Dachtler Wealth Management in Folsom CA several years ago. After our initial visit with Dennis we were certain that we were making an excellent decision in placing our confidence with the firm, which bears his name. Having started the privately held company 28 years ago, Dachtler Wealth Management presented many investment advantages and unique personalized services not commonly found in larger companies. Their dedication, insight and knowledge combined with their superior level of attention, powerful investment and financial resources, extensive retirement programs and use of financial global research uniquely positions Dachtler Wealth Management in the financial services industry.

Our financial profile and investment portfolio was not extremely unusual in that we had just sold our business and we were looking for unique ways to minimize our tax burden while providing us with financial security and long term care options. Dennis provided estate planning and a financial / retirement plan that substantially reduced our taxes and provided our children and our grandchildren with the security and education funding that we have always wanted for them.

We have spoken with many financial planners / financial advisers in the past and now we finally have found someone who listens, understands and places our needs and values first.

If you are getting serious about your retirement and estate planning requirements you might want to give them a call to set up a personal visit. We are very pleased with their genuineness, superior level of service and their attention to our personal financial advisory needs.

Pros: Excellent Programs that fit our need

.

It is a rare occasion for me to write a review or testimonial letter for a financial adviser or financial planner. However, in this case, working with Dennis Dachtler and Dachtler Wealth Management of Folsom, CA. I can make an exception.

Getting straight talk from financial planners / financial advisers seems to be an oxymoron. In many cases, financial advisers may be more interested in selling what is beneficial to them while not necessarily directing you to specific areas that will maximize your requirements.

That said, why did we choose Dachtler Wealth Management? They came highly recommended and have proven to us over the years to be highly skilled and proactive to our family's financial management requirements.

Still, what makes them unique? Quite simply, it is that they love what they do and they do it well. Dachtler Wealth Management is dynamic with empowered professional financial advisers that care about you, your family and your future.

As your primary financial investment adviser / wealth management partner, they connect with who you are, where you have been and, more importantly, where you are going. They oversee the development and continuously monitor your personalized financial retirement plan while providing unique ?private client services? through there network of professional affiliates.

Under Dennis Dachtler?s personal orchestration, Dachtler Wealth Management of Folsom, California provides a holistic life-planning approach to financial services management through its professional strategic alliances, which include many of Americas leading financial services companies.

If you are looking for a professional financial adviser to assist you with your financial planning, retirement and estate planning requirements, my family strongly endorses Dennis Dachtler and his company Dachtler Wealth Management of Folsom, California.

2
★★★★★

It is a rare occasion for me to write a review or testimonial letter for a financial adviser or financial planner. However, in this case, working with Dennis Dachtler and Dachtler Wealth Management of Folsom, CA. I can make an exception.

Getting straight talk from financial planners / financial advisers seems to be an oxymoron. In many cases, financial advisers may be more interested in selling what is beneficial to them while not necessarily directing you to specific areas that will maximize your requirements.

That said, why did we choose Dachtler Wealth Management? They came highly recommended and have proven to us over the years to be highly skilled and proactive to our family's financial management requirements.

Still, what makes them unique? Quite simply, it is that they love what they do and they do it well. Dachtler Wealth Management is dynamic with empowered professional financial advisers that care about you, your family and your future.

As your primary financial investment adviser / wealth management partner, they connect with who you are, where you have been and, more importantly, where you are going. They oversee the development and continuously monitor your personalized financial retirement plan while providing unique ?private client services? through there network of professional affiliates.

Under Dennis Dachtler?s personal orchestration, Dachtler Wealth Management of Folsom, California provides a holistic life-planning approach to financial services management through its professional strategic alliances, which include many of Americas leading financial services companies.

If you are looking for a professional financial adviser to assist you with your financial planning, retirement and estate planning requirements, my family strongly endorses Dennis Dachtler and his company Dachtler Wealth Management of Folsom, California.

Pros: Single story easy access building with friendly professionals

 

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