DN
Dave Neer
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Work Experience
Director, Business Development
Present
Company Details
11-50 Employees
As a Dayton, OH-based wealth management firm, we work with clients to seamlessly orchestrate the complexities of their financial world in a highly personalized manner so that they can confidently live the life they envision today and in the future. We serve an array of clients, including • Doctors and dentists • High-income professionals • Entrepreneurs and small business owners • High-net-worth and ultra-high net worth individuals and families As a Dean client, you can expect • A highly consultative relationship that entails understanding the financial intersection of your personal and professional life • Access to deep expertise across an array of disciplines • Integrated solutions that include wealth planning, investment management, and business services To learn more about the ways we can help you live the life you envision, visit www.chdean.com or call us at 800-327-3656 or 937-222-DEAN (3326).
Year Founded
1965
Social Media
LinkedinFacebookTwitter
Industry
Financial Services, Investment Services, Banks & Financial Services
HQ Location
3500 Pentagon Blvd. Suite 200 Beavercreek, OH 45431, US
Keywords
Wealth ManagementInvestment AdvisoryFamily OfficeMedical Practice Management401(k) & PensionsSeparately Managed Accounts
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