Reviews for Dean Financial LLC

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  • August 2025

    I had the opportunity to see the Taxes In Retirement lecture they held a couple weeks ago. The staff was wonderful and did a great job of answering all of my questions. I have completed my first meeting with them and I look forward to meeting with them again. I would definitely recommend Dean Financial!

  • October 2024

    I recently worked with Dean Financial, and I was really impressed. Their knowledge shines through, and they answered all my questions with confidence and clarity. If you’re looking for a reliable and friendly team to guide you on your financial journey, I definitely recommend them!

  • October 2024

    The entire staff at this office is the best! Stephanie is very organized and on top of everything. Casey and Corenia always make us feel welcome every time we call or visit. Justin and Matt always answer questions for my family in a compassionate and patient manner. I can tell they are truly interested in helping others. Justin has on multiple occasions took time to research the best approach for us, from helping us with investments to finding trusted people with estate planning. I wholeheartedly recommend this group of people!

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    Dean Financial LLC

    200 1st Ave NW Suite 623, Hickory

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