
“The quality and coverage of B2B contact database are very impressive...”
Mark J.
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+1
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...
Wealth management,investment advisory,family office,medical practice management,401(k) & pensions,and separately managed accounts
C.h. dean, llc operates in the Financial services industry.
C.h. dean, llc's revenue is 11m - 100m
C.h. dean, llc has 11 - 50 employees.
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