Calton & Associates, Inc.
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Investment Management, Financial Planning Consultants
301 E 6th St, Fremont, NE 68025
402-721-0809
CLOSED NOW:
Today: 8:00 am - 5:00 pm
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Sensible Financial Advice
- General Info
- Dave Pimper has been helping people with their financial well-being since his start in the financial industry in 1981. With a sound commitment to client education & relationship building, Dave has had the opportunity to work with, & help, literally thousands of clients. They've seen the value of associating with a 20 plus year veteran getting top notch conservative investment advice & receiving first class, hands on, service as a valued investor. Our Firm Dave's history includes having worked with one of the largest independent national broker dealers, & being one of only 10 brokers selected out of over 3,000 to sit on the prestigious Advisor Board of Directors, Dave has seen almost every imaginable situation when it comes to conservative investing for individuals, small businesses, retirement planning, tax reduction, annuities & estate protection. He has been quoted numerous times in both local & national industry publications because of the insight & breadth of his financial/investment wisdom. Dave is an accomplished speaker & has facilitated over 200 financial management workshops, educating thousands of people about the opportunities, as well as the common mistakes & pitfalls, inherent in the investment/financial arena. Our Investing Approach Dave's approach to investing is fairly simple. It is to match the prospective client's risk tolerance, time horizon, & specific financial goals with the most similar, overlaying, conservative investment/financial strategy. Full disclosure & asking questions are both important elements in each of Dave's meetings. investor to really appreciate & understand the benefits of their specific investment plan. When it comes to financial management, no individual or business wants to feel forced into a cookie cutter type of investment environment. You want to work with a professional who will take the time to understand how you feel about your specific financial situation, what your goals are & where you want to be in five, ten or
- Extra Phones
TollFree: 800-975-0809
- Hours
- Regular Hours
Mon - Fri: - Categories
- Investment Management, Financial Planning Consultants
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