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Your Vision

What’s Important to You

At Dennis Stavinoha, Inc., we understand that wealth and affluence represent far more than numbers on a page. They represent the ability to live your life based on your vision and achieve the goals that are most important to you and your family.

To ensure the wealth you have built serves your needs now and well into the future, we offer unbiased, objective advice to help guide you along the path to financial success. You can trust us to always put your needs at the forefront of every financial decision.

Your Plan

Our Guiding Process

To ensure that the strategies we develop and recommendations we make fit your unique circumstances, we have developed a proactive and ongoing financial planning and goal management process.

The process begins with understanding what is important to you and your circumstances. Then we’ll help you plan for the unexpected, anticipate change and adjust your plans as necessary.

Your Wealth

Your Personal CFO

We serve as our clients’ personal CFO, handling the financial matters of families and business owners who place great value on their time and their wealth.

As your personal CFO, we coordinate all aspects of your financial life, allowing you to focus more time on other priorities and lifestyle goals. There is never a question of our ability to focus solely on what is best for our clients. We are an independent firm with no company agenda to promote. We work directly for you and our success is directly tied to your financial success.

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Securities and advisory services  offered through LPL Financial Member a Registered Investment Advisor,FINRA/SIPC

The LPL Financial representative associated with this website may discuss and/or transact
securities business only with residents of the following states: CA, CO, TX

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