Home | Dedicated Financial & Insurance Service

Educate

To help you make important decisions

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Empower

Provide you the necessary information to make effective decisions

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Enhance

Working together for a positive impact in your life

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How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

We Moved!

Our New Office Location is

In Clearsuites

400 E Kettleman Lane Ste 20

Lodi, CA 95240

Dale Immekus

Owner, Financial Advisor

(209) 625-8755

Dale@dedicated-plan.com

Charles Immekus

Financial Advisor

(209) 625-8755

Charles@dedicated-plan.com

Karen Immekus

Office Manager

(209) 625-8755

Karen@dedicated-plan.com

Danalee Maimone

Administrative Assistant

(209) 625-8755

danalee@dedicated-plan.com

Teamwork

We're a close-knit team of dedicated financial professionals that strive to provide the highest level of service.

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Grow Your Wealth

The financial markets are always changing, but staying educated can help your investments bear fruit. That's why we regularly post articles and resources to keep you informed.