Broker Check

Our Services

We offer what other firms don’t.

  • Gold Medal Service. Our comprehensive review of Retirement, estate, Insurance and investment plans, plus tax reduction strategies and social security strategies.

  • Regular consultations and account reviews to discuss your progress and make adjustments as warranted.

  • Resource Center.  Our website offers a vast library of valuable information:  articles, stock quotes, calculators and more that help advise you on current trends and keep you abreast of changing regulations.

  • Client Focus. On-going offerings of educational and appreciation events.

  • Our knowledgeable and dedicated Staff. At Dexter Thomas Financial Services, our unwavering dedication to providing an unsurpassed level of personal service always let you know our loyal commitment to your financial success. 

Let us show you what a difference we can make for you with our expert knowledge in the following areas!

Investments

  • Bonds
  • Check Writing
  • Common Stock
  • Annuities: Fixed, Indexed and Variable
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Government Securities

Financial Planning

  • Social Security Planning
  • Retirement Plans
  • Tax Plans
  • 401k Planning
  • 403b Planning
  • College Plans
  • Estate Plans
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance