Drive Smart Auto Insurance

Dagher Wealth Management is an independent financial advisory firm founded by Micheline Dagher and Joseph Baaklini. With a focus on serving their clients' needs, they provide comprehensive financial planning services that prioritize their clients' goals and interests. Their team of experienced financial advisors work closely with clients to develop personalized retirement plans, addressing risk, asset management, and preserving their current lifestyle. They also offer strategies for future growth, tax efficiency, social security optimization, and healthcare needs, aiming to help clients achieve financial independence. At Dagher Wealth Management, their approach involves personalized, hands-on service that emphasizes education on financial products and concepts. They aim to demystify investing, insurance, estate conservation, and wealth preservation, ensuring that clients have a clear understanding of their financial options. With a commitment to their clients' success, Dagher Wealth Management strives to help individuals and families gain financial independence and achieve their dreams.Generated from the website

The advisor listed is an Ameriprise financial advisor in Walpole. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. I help my clients achieve their dreams for today, tomorrow, and well into the future - using our exclusive Confident Retirement approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.I'm here to help you live the life you've earned. When you have the right financial advisor, life can be brilliant.