Firms Offering 401K Plan Services in Pinal County AZ

Ranked "TOP ADVISOR 2025" by Forbes, Newsweek, USA Today, and Rated 5 Stars on Google Reviews. For 20+ years, we have provided expert Financial Planning, Portfolio Management, Tax, and Estate Planning services. Dash is a fee-only Independent Fiduciary Investment firm. Client portfolios are personally overseen by our Executive Investment Committee, a team with over 50 years of combined experience. Heading the committee is Founder & Chief Investment Officer Jonathan Dash. Mr. Dash graduated from the University of Southern California in Finance and has also completed numerous E... more

The mission of our firm is to become the last financial decision any client has to make. We strive to provide consistent repeatable results in all cycles... more

As a Financial Advisor I help people create, grow, and protect their wealth. They are then able to think less about money and more about what matters... more