Welcome, I'm Dale Hancock, a financial advisor with Cetera Advisors and Indepedent Tax Preparer*. I understand that individuals face unique challenges as they prepare for retirement. I can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
I have many years of experience in financial services. I can help you address your needs of today and for many years to come. I look forward to working with you through all stages of your life, please call (714) 595-4010. In addition to client specific objectives, one of my personal intentions is to help each of my clients build a financial team, or if a financial team exists, then become a contributing member of the existing team.
I have many years of experience in financial services. I can help you address your needs of today and for many years to come. I look forward to working with you through all stages of your life, please call (714) 595-4010. In addition to client specific objectives, one of my personal intentions is to help each of my clients build a financial team, or if a financial team exists, then become a contributing member of the existing team.
Services
My independent business model ensures I have the autonomy and discretion to put you at the center of all investment strategies and business decisions. Just as I stand behind you to help you pursue your financial dreams, I have teams standing behind me and supporting my business. These firms also strengthen my relationship with you by providing the resources I need to better serve you.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming.
Independent, objective research and guidance to assist your financial professional in designing the investment strategy that's right for you. Cetera Investment Management delivers a wealth of independent, objective research and guidance designed to make sense out of the complex, often-changing economic landscape.
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