Payson: (928) 474-4350
Scottsdale: (480) 588-3015
Toll Free: (877) 474-4350
Fax: (877) 788-1857
In this appointment we will be discussing: accounts, holdings, and performance as they compare to your benchmarks and goals, we will also discuss the current state of the economy and markets.
Please select any of the following planning items for which you have interest in discussing:
Once you submit the above information, we will reach out to you within 48 hours to schedule a convenient time to meet.
Note: if you have any updated or new trust documents, power of attorneys, or other agreements/changes please bring with you to your next appointment as we would like to have updated information to help protect you and your family.
This communication is strictly intended for individuals residing in the states of
AK, AR, AZ, CA, CO, DC, HI, IA, ID, IL, IN, MA, MN, MO, NM, NV, NY, OH, OR, SC, TN, TX, UT, WA, WI
No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Kevin Dick and Kevin Dick Investment Management Group received the highest number of votes for the Best Financial Advisor and Best Financial Services Company and ranked in the top three for the Best Business Person in the Rim Country in the 2013 Payson Roundup Best of Payson readership poll which includes two ballots per household for the Payson Roundup service area.