No matter what you're building wealth for -- a child's education, a major purchase, your retirement, starting a business, or a legacy for loved ones -- our in-house money manager can help you grow and preserve wealth. Whether you are looking for help managing an existing investment portfolio or want to create the a wealth building strategy from scratch, let us help.
The right insurance can make all the difference in how well you recover and rebuild after a setback. Our competitive roster of competitive products from top-rated companies will help you protect yourself, your loved ones, and your business, come what may. So let us help with insurance for property and casualty, auto, flood, catastrophic illness, and life.
It's not enough to simply decide on a goal. You need a strategy that can get you there. But the options available to you can be overwhelming, with tax implications, bewildering investment choices, and challenging rules for accessing your funds. That's where we come in. We have the expertise to identify and implement an appropriate strategy for you.
Building a successful business is only half the battle. Retaining the loyalty of your top performers and planning for the day when you’re no longer at the helm are just as important. We can help with business planning tailored to your needs. From employee benefit programs and key employee compensation to succession planning, our expertise can help you achieve your business goals.
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Check out our job posting on LinkedIn.
Ed Gerber Joins DMG Financial
We're pleased to announce that Ed Gerber has joined DMG Financial and will provide customer support to our investment clients.
An accredited Asset Management Specialist by the College of Financial Planning, Ed has been in the industry since 1997, and has served in such capacities as financial advisor, private client investment representative, compliance manager and wholesaler. He has worked for several industry leaders in the financial services sector. In 2011, he worked with us as a financial advisor. We were so impressed with him that after he left to become a wholesaler for a major life insurance company, we looked forward to the day when we could offer him a role that would take advantage of his many talents and expertise.
A native Coloradoan, Ed earned his bachelor of arts degree in U.S. history from the University of Colorado. Ed holds the following licenses: Series 7 and 63, 65, 9/10, 24, and Life, Health and Variable lines licenses.
Ed can be reached by phone at 800.983.4448 or by email.
We're proud of the amazing financial professionals who've chosen to become a part of DMG Financial. Recently, we recognized the achievements of our top producers for 2016:
As of July 1, 2015, DMG Financial will be processing its securities business through Royal Alliance Associates, Inc. Member FINRA/SIPC. The move to this new broker dealer offers us the ability to provide clients a wider range of services. We're confident you'll be pleasantly surprised at the difference. Investment advisory services will now be offered through New Century Financial Group, LLC, dba DMG Financial, not affiliated with Royal Alliance Associates.
Most of our goals require money -- sometimes lots of it. Goals such as a first home, college education, new business, and retirement often require a significant amount of money to finance. We can help you achieve your goals -- big or small -- with appropriate strategies tailored to your unique situation .
No matter if it’s your property or your health, the right insurance can make all the difference in how well you recover and rebuild after a setback. Our competitive roster of competitive products from top-rated companies can help you achieve your goals for yourself, your loved ones, and your business.
Achieving many of your goals for the future will depend on how hard your savings work for you. Whether you need help creating a strategy or want personalized ongoing investment management, our in-house money manager has access to hundreds of rewarding investment products to help you build toward the future.
What would happen to your family if something happened to you? Because there’s a chance that disability or death may make it impossible for you to provide for your family, you need a plan that will help protect their financial security. We can also help you secure your legacy with charitable giving strategies.