Dean Financial LLC - Hickory, North Carolina

Dean Financial LLC: Your Trusted Financial Advisor in Hickory, NC

Located at 200 1st Ave NW # 407, Hickory, NC 28601, Dean Financial LLC is a well-established financial institution providing expert advice and guidance to clients in the region. With a phone number of 88559833 and a website at deanfinancial.com, the company is easily accessible and provides comprehensive financial solutions.

SPECIALTIES AND SERVICES

• Financial advisor
• Financial consultant
• Financial institution
• Financial planner
• Investment company

In addition to their core services, Dean Financial LLC also offers several points of interest to cater to their clients' needs, including onsite services, wheelchair accessible entrance, wheelchair accessible parking lot, wheelchair accessible restroom, free parking lot, and on-site parking.

CLIENT REVIEWS AND OPINIONS

With a solid reputation backed by 28 reviews on Google My Business, Dean Financial LLC holds an impressive average opinion rating of 4.7 out of 5 stars. Clients praise the company for its exceptional staff, who consistently demonstrate a compassionate and patient approach when addressing clients' concerns and questions.

One client shares their experience, stating, "The entire staff at this office is the best Stephanie is very organized and on top of everything. Casey and Corenia always make us feel welcome every time we call or visit. Justin and Matt always answer questions for my family in a compassionate and patient manner. I can tell they are truly interested in helping others. Justin has on multiple occasions took time to research the best approach for us, from helping us with investments to finding trusted people with estate planning. I wholeheartedly recommend this group of people"

With a proven track record of excellence and a dedicated team of professionals, Dean Financial LLC is the go-to financial institution for individuals and families seeking comprehensive financial planning and investment advice in the Hickory, NC area.

👍 Reviews of Dean Financial LLC

Sherri M.

5/5

The entire staff at this office is the best! Stephanie is very organized and on top of everything. Casey and Corenia always make us feel welcome every time we call or visit. Justin and Matt always answer questions for my family in a compassionate and patient manner. I can tell they are truly interested in helping others. Justin has on multiple occasions took time to research the best approach for us, from helping us with investments to finding trusted people with estate planning. I wholeheartedly recommend this group of people!

Danielle M.

5/5

I recently worked with Dean Financial, and I was really impressed. Their knowledge shines through, and they answered all my questions with confidence and clarity. If you’re looking for a reliable and friendly team to guide you on your financial journey, I definitely recommend them!

Sue A.

5/5

When we retired to NC 7 years ago, my husband attended a meeting held at the community college by Justin Dean on finances. He was impressed with his knowledge and integrity. In a followup meeting at his office, Justin helped us to re-route our finances into products that were more secure for our retirement. We have been very pleased. The entire staff is professional and understanding.

Ginger

5/5

I moved to the area recently and attended a meeting at the local community center. Justin and Matt were very knowledgeable and gave a detailed presentation. I met with them for a consultation and they have been a great team to work with. They created plans to work with my particular needs and thoughtfully addressed my concerns. Matt has gone out of his way to provide information and introduce me to resources in the area.
It's been a pleasure working with Matt, Justin, and Cassie. The whole team is professional, knowledgeable, and caring.

Mark M.

5/5

We have been a client of Dean Financial for only a couple of months, but we have already seen the fruits of our decision. Justin and Matt took an inordinate amount of their time to answer all of our questions about investment strategy and risks, all while learning about us and our needs. Being a fiduciary and Justin and Matt knowing our financial situation has given us confidence that they are also investing and wanting the best for our monetary future. They are professional, up-to-date, and do their best to encourage their clients in this swiftly changing economy. We feel confident that our retirement portfolio will be in great hands until we are ready to retire and well beyond retirement. We strongly recommend the services of Dean Financial LLC as we feel that they do a great job at managing financial matters.

Andree H.

5/5

After receiving a seminar invitation and attending, I was sold on this business as one that actually takes the time to help and listen. Later I discovered some trusted friends had also chosen Dean Financial and that solidified my confidence. I look forward to a long and successful working relationship and have been impressed with the attention given to clients for appreciation. Dean Financial Services realize there are not cookie cutter scenarios for all clients. They realize and support customer needs and investment goals.

Jon T.

5/5

Our experience with Dean Financial was very positive. The staff was very personable. Justin took the time to answer all of my questions about investment strategy and risks. I feel confident that my retirement portfolio will be in great hands until I am ready to retire.

S A. I.

5/5

I have enjoyed working with the experienced advisors at Dean financial over the years. They have worked with me to reach financial goals and have provided me with specific plans for achieving such goals. Being a fiduciary, and them knowing my financial situation has given me confidence that they are also investing and wanting the best for my monetary future. I recommend the services of Dean financial as I feel they do a great job at managing financial matters.
Steve Annas