Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about helping clients pursue their financial goals.
We do everything in our power to keep our clients focused on where they want to go, advise them on different strategies to get there, and continually remind them of the importance of maintaining a disciplined approach in attempting to realize their dreams.
Our company is based on the principles of Education- to understand, Guidance- to make decisions, and Action- to realize change. You need all three elements to enjoy a successful, long term financial well-being.
If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at 603-472-3993.
At DGR Financial, we enjoy working with business owners, families, professionals, and pre/post retirees in order to help them provide for their long-term financial security. Much of our work is done on a referral basis only; thereby alleviating the anxiety often associated with complex, and highly confidential planning issues.
A unique planning process is employed to fully understand our clients’ goals, priorities, concerns, and current financial position. We then outline the various plan alternatives, aid in implementation, and review regularly. As licensed insurance brokers and financial advisors, we have access to a variety of resources so each program is specifically tailored to align with the clients’ needs and is presented in a professional, easy-to-follow format.