At Dekko Investment Services, we know that you've worked hard to save for your future and meet your financial goals. We specialize in providing financial advice and planning for individuals and families across northeast Indiana. As independent advisors, we have no incentives to promote specific products, so you can count on us to put your interests first.
We have strong roots in this community and we are committed to developing financial strategies that seek to give you confidence in your financial future and help build your legacy. We invite you to take a few moments to learn more about our team and our approach to investing. We offer an initial consultation and assessment at no cost or obligation; so wherever you are on your financial journey, give us a call.
We have strong roots in this community and we are committed to developing financial strategies that seek to give you confidence in your financial future and help build your legacy. We invite you to take a few moments to learn more about our team and our approach to investing. We offer an initial consultation and assessment at no cost or obligation; so wherever you are on your financial journey, give us a call.
Services
Because no two clients have the same financial goals and aspirations, Dekko Investment Services is dedicated to providing a customized approach to address the needs of your specific situation.
Our highly credentialed staff has many years of experience in financial services, and we are committed to collaborating face-to-face to understand your goals and develop strategies that are designed with the goal to help you grow and protect your financial assets.Let's face it, your financial picture is influenced by many other aspects of your life and family situation.
Our highly credentialed staff has many years of experience in financial services, and we are committed to collaborating face-to-face to understand your goals and develop strategies that are designed with the goal to help you grow and protect your financial assets.Let's face it, your financial picture is influenced by many other aspects of your life and family situation.
A. Brokers are generally not considered to have a fiduciary duty to their clients. Brokers are required to: 1) know their clients' financial situations well enough to understand their financial needs, and 2) recommend investments that are suitable for them based on that knowledge. Brokers are not required to provide upfront disclosures of the same type provided by advisors, including, but not limited to their conflicts of interest.
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.
As an employer, you share the responsibility for guiding your employees toward making decisions that will afford them greater financial freedom in retirement. But here's the quandary: Just as your workers look to you for financial guidance and advice, you must seek out an expert to help you navigate plan regulation and administration.
Fortune 500 ranks U.S. companies based on a review of the prior year's total revenue and factors such as profits after taxes, year-end assets and total stockholders' equity. Sustainable investing is investing with the intention of generating a positive ESG impact alongside a financial return. LPL supports the growth and development of sustainable investing practices by providing education, insights, research, and solutions.
