Personalized Service You Can Trust
Enduring Experience
At Dejong Financial, we believe experience matters. With over 17 years of experience and access to industry leaders you can be sure that we put your interests first. From individuals and families to business owners and CEO's Dejong Financial can help you create a plan for today and for generations to come.
boutique service
At DeJong Financial we take pride in personalized service. We're readily accessible right here in the Central Valley of California. Dejong Financial follows a philosophy that is committed to developing a deep understanding of your goals, challenges and core values. We offer you personalized service combined with the power of institutional money managers, customized planning strategies and the opportunity to establish your financial future.
more than investments
Your financial advisor will sit down with you and craft an investment strategy based on your personal needs and desires. From planning for retirement to succession planning that could succeed you for generations - we'll create a plan that makes sense for you. Because you're unique and we believe you should be treated that way.
“At Dejong Financial, we know you’re unique and we believe you should be treated that way.”
Custom Solutions for your life
Sit down with an adviser who listens. Dejong Financial Group serves a limited number of clients and provides you with the proper plan and asset allocation – tailored to your goals and lifestyle.
- Asset Allocation specifically for your life plan – and life stage
- Personalized financial planning
- Trust Services
- College Planning
- IRA – Roth IRA – 401(k)
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About
Find out about our organization, mission, our methods, and the results of our decades of experience.
