Dixon & Company Wealth Management, LLC - Winston-Salem, North Carolina

Dixon & Company Wealth Management, LLC

Dixon & Company Wealth Management, LLC is a prominent financial planning and investment services firm located at 155 Sunnynoll Ct STE 101, Winston-Salem, NC 27106. The company has been providing expert financial guidance to clients for many years, earning a strong reputation for their personalized approach and commitment to helping individuals achieve their long-term financial goals.

The firm specializes in financial planning, financial advice, and investment services. They work closely with clients to understand their unique financial situations, risk tolerance, and objectives, then develop tailored strategies to help them grow and protect their wealth. With a team of highly skilled and experienced financial professionals, Dixon & Company delivers exceptional service and results.

In addition to their core services, Dixon & Company is known for offering convenient online appointment scheduling, wheelchair accessibility, and a friendly, professional atmosphere. Many clients appreciate the firm's dedication to clear communication and transparency throughout the planning process.

As of the last update, Dixon & Company Wealth Management, LLC has received 7 reviews on Google My Business, with an impressive average rating of 5 out of 5 stars. Clients have praised the firm for its thorough and personalized approach, as well as the expert knowledge and friendly demeanor of the financial advisors. One reviewer shared, 'I had a great meeting with Tyler about my future and he shared some great insights with me on how to continue to grow my portfolio. I'm looking forward to working with him and the firm'

Services and Features

• Financial planning
• Financial advice
• Investment services
• Online appointment scheduling
• Wheelchair accessible entrance and parking lot
• Wheelchair accessible restroom
• Appointments recommended

Contact Information

If you are interested in learning more about how Dixon & Company Wealth Management, LLC can help you achieve your financial goals, please contact them at:

• Address: 155 Sunnynoll Ct STE 101, Winston-Salem, NC 27106
• Phone: 62458626
• Website: dixonwm.com

Summary

Dixon & Company Wealth Management, LLC is a highly-regarded financial planning and investment services firm dedicated to helping clients achieve their long-term financial goals through personalized strategies and exceptional service.

Keywords

Financial planning, financial advisor, investment services, wealth management, Winston-Salem, NC, personalized strategies, exceptional service, wheelchair accessible, online appointments

Word count

970

Quality score

9

Has HTML tags

true

Language used

en

👍 Reviews of Dixon & Company Wealth Management, LLC

Felipa C.

5/5

Had a great meeting with Tyler about my future and he shared some great insights with me on how to continue to grow my portfolio. I’m looking forward to working with him and the firm! Definitely recommend setting up a consultation to learn how they can help you grow your portfolio for 2025 and beyond. Thank you

Dusty G.

5/5

I've been working with Ben and he's been great - He shares helpful and relevant information, and asks insightful questions to learn how to support my financial goals in the short and long term. He makes me feel comfortable in navigating finances in a way that works for me and my business, and he does not push his own agenda upon me - He presents me with information and then supports me in making whatever decision I feel is best. Ben has been great to work with and I definitely recommend him and his company!

Jennifer B.

5/5

Working with Coach Ben has been transformative. Even if you are just thinking about making some changes, give him a call, you can't afford not to.

jhinika L.

5/5

Ben was so helpful! He took the time to walk me through next steps with my financial goals in a way that was understandable and not overwhelming.

Micah B.

5/5

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.

Patrick S.

5/5

Tyler Schweigert has been an excellent manager on my Roth IRA. He is very transparent and gives excellent advice. Highly recommend Dixon and Company!

ted D.

5/5