Broker Check

Dale Immekus | Financial Advisor

(209) 625-8755

About Dedicated Financial

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. Our goal is to be a reliable resource to the community. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client and our most valued asset.

Investing in your future should not be intimidating. We believe you should be able to and in fact, feel it is our mission to help you understand the process of putting your financial plan in place. Whether you are trying to save for retirement, planning to buy your dream home, help children or grandchildren in their college years, we can help you develop a realistic investment program to help you reach your goals. We will even help you go through the process of defining the goals that are important to you and your family.

My team and I have been working with individuals and businesses in the area for several years. We’re looking forward to using our expertise to help you pursue your financial goals. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives utilizing the following products and services:

Account Types


Investments


Insurance Products

Traditional IRA’s


Stocks


Permanent Life Insurance

Roth IRA’s


ETF’s


Term Life Insurance

Simple IRA’s


Mutual Funds


Long Term Care

Self-Employed Plans


Faith Based Investing


Disability

Individual Accounts


Unit Investment Trusts


Annuities

Trust Accounts


Bonds


Medicare Supplement

Education Savings

 

CD's


Medicare Advantage Plans