At DOME Financial Services, we pride ourselves in the fact that many of our clients have been with us for over 25 years. Honesty, integrity, and service to our clients is of the utmost importance.
A top priority is to assist our clients in the attainment of maximum use and transfer of wealth. We strive to earn and maintain long-standing client relationships built on integrity and results-oriented performance.
Complete, total confidentiality is the basis of our comprehensive service to every client. We keep all information you share private and do not divulge our client’s financial matters.
We are here to serve you – objectively and independently. When appropriate, we will put our clients in contact with other advisors* such as attorneys, accountants, and mortgage brokers to implement suggested strategies. *DOME is not responsible or liable for the recommendations of these independent advisors.
Our associates are carefully chosen with impressive educational and professional credentials. Among them you will find Certified Financial Planners, Chartered Life Underwriters, Chartered Financial Consultants, and Investment Advisor Representatives*. In addition, ongoing participation in continuing education is a critical part to professional growth.