As CPAs and attorneys, Armond Dinverno and Mike Foltz left Price Waterhouse in 1984 to start a law firm after realizing that their tax and legal specialization could help clients make better financial decisions. In 1986, they formed Dinverno & Foltz Financial Group to serve their clients. In 1987, Mark Balasa worked at a small financial planning firm
James A. —
I had a great experience, i knew nothing about wealth management until it was explained to me by their helpful staff.
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