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Jeffrey D

Series 65

Jackson, MI

Dillon & Associates Inc

Jeffrey Dillon is a financial advisor with Dillon & Associates Inc in Jackson, MI, holding a Series 65 designation and bringing 23 years of industry experience. He has been with Dillon & Associates since 1996. Dillon & Associates provides ongoing investment management to individuals, trusts, non-profit organizations, and corporate retirement plan sponsors, typically managing accounts of $250,000 or more. The firm employs a fundamental, long-term investment approach focused on individual equities and investment-grade fixed income, with portfolio recommendations tailored to client objectives.

Active portfolio management Retirement withdrawal strategies Retired
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Eric G

Series 65

Jackson, MI

Dillon & Associates Inc

Eric Grasse is a Series 65-licensed advisor with Dillon & Associates Inc, based in Jackson, MI, with 16 years of industry experience. He has been with Dillon & Associates since 1999. Dillon & Associates provides investment management services to individuals, trusts, non-profits, and corporate retirement plan sponsors, focusing on fundamental, long-term approaches with individual equities and investment-grade fixed income. The firm serves accounts typically starting at $250,000 and is noted for managing a high level of assets relative to its small team, operating primarily on a fee-only basis without emphasizing comprehensive financial planning.

Active portfolio management Retirement withdrawal strategies Retired
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Easton O

Series 65

Jackson, MI

Dillon & Associates Inc

Easton Oliver is a financial advisor with Dillon & Associates Inc in Jackson, MI. He holds a Series 65 designation and has one year of industry experience. Prior to joining Dillon & Associates, Oliver worked at Advance Turning & Mfg for several years. Dillon & Associates provides investment management services to individuals, trusts, non-profits, and corporate retirement plan sponsors, focusing on long-term, fundamental approaches to equities and investment-grade fixed income. The firm manages a significant amount of assets relative to its small team and primarily operates on a fee-only basis.

Active portfolio management Retirement withdrawal strategies Retired
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Matthew J

Series 65

Jackson, MI

Dillon & Associates Inc

Matthew Johnson is a financial advisor at Dillon & Associates Inc with a Series 65 credential and one year of industry experience. Prior to joining Dillon & Associates, he worked at Northern Trust and has experience outside finance at Real Seafood Co and Countryside Retirement Community. Dillon & Associates provides investment management services to individuals, trusts, non-profits, and corporate retirement plans, focusing on fundamental, long-term stock investments and investment-grade fixed income. The firm typically collaborates closely with clients on portfolio recommendations and manages a significant amount of assets relative to its small advisory team.

Active portfolio management Retirement withdrawal strategies Retired
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