John Dickey
Investment Advisor Representative & Branch Supervisor at Transamerica Financial Advisors, Inc
Based in Piedmont, United States
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Seniority
Other
Department
Other
Location
Piedmont
Industry
Financial Services
Company size
53
Contact information
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j•••••••@tfagreenwoodfinancial.com
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Background
About John Dickey
If you’re concerned about how the recent market volatility is affecting your 401k or retirement income let’s chat live. We’ve got some proven strategies for uncertain times. By creating a financial blueprint for the future, we help our clients visualize where they want to go and see the path to get there. Let us consider your 401(k) plans and IRA accounts. Do you wonder whether these accounts are still invested properly based on your risk tolerance and time frame to retirement? I would be happy to sit down in person to review, and if suitable, assist with consolidating them into one place where it’s easier to keep an eye on them and stay organized.(There is potential for fees and\or tax consequences associated with a rollover.) As an Investment Advisor Representative with Transamerica Financial Advisors, Inc. I focus on helping people determine how much income they need for the retirement lifestyle they want. We are dedicated to creating financial roadmaps that allow people to pursue their goals in the most tax-efficient manner possible. With an MBA from Rensselaer Polytechnic Institute, 22 years of financial experience, and a clear understanding of how numbers work, I am committed to serving my clients with the integrity and knowledge they deserve. At Transamerica Financial Advisors, Inc.(TFA), we are a full-service, fully licensed, independent Broker/Dealer, Member FINRA, SIPC and Registered Investment Advisor that has served families for more than 30 years. We bring products, strategies, and professional money management, once reserved for the wealthy, to families from all walks of life. If you’d like someone on your team with experience who will put your needs first, please contact John at Office:(864) 269-2686.
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