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Local Independence and No Bureaucracy
Work With A Firm That Knows You,
Not Just Your Account Number
Welcome to Duvan Brock Financial Services, LLC. We appreciate this opportunity to introduce our firm to you and let you know about our services. As an investment firm, every relationship is important to us. With no national ad campaigns, we rely on referrals from people in our community to grow our business. You won’t be treated like just another account number, and there is no corporate bureaucracy to navigate when you need an answer about your money. Our staff understands that you expect and deserve excellent service. Serving Northwest Georgia for over twenty years, Duvan's investment management style works by combining the judgment to understand people's goals and matching it with the mathematics of asset allocation. Advice you receive is steeped in the academic principles and research underpinning Modern Portfolio Theory.
At Duvan Brock Financial Services, LLC.,
It's All About You!
As a boutique advisory firm, we offer you service that is personal, private, and exclusive. We aspire to have only a limited number of clients but to provide personal service to every one of them. We honor our relationship with you by providing customer service and attention you will not find elsewhere.
- We take the time to understand your goals in life and how you feel about your money.
- Your financial plan shows you what you need to do to fund your goals in life.
- We monitor your investment accounts and send you reports.
- Your portfolio is tailored to your goals and your ability to withstand market risks.
- We can advise you on all your financial affairs—investing, retirement, estate planning, insurance, and other issues—or design a plan to address a single aspect of your finances.
- You will understand everything we do for you—your investments, fees, and financial plans.
- As a privately-held independent advisory firm, our advice is not influenced by a corporate parent and we are free to choose the right solutions for you.
A variety of options are available to fit your needs, from fixed fees to hourly consultations. To learn more about how Duvan Brock Financial Services, LLC. can help you achieve your financial goals, please contact us for an appointment today!
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©2024 Duvan Brock Financial Services, Inc. All rights reserved.
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