Financial Planners in Hickory

“Thayer has been instrumental in helping me navigate my financial goals. Their advice is always clear, insightful, and tailored to my specific needs. I feel much more confident about my financial future thanks to their expertise. Highly recommend!“

“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!“

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“Mitchell has gone above and beyond to support me during my financial journey. His down to earth, understandable, and focused advice has not only helped me make solid investments for the future, but has helped me completely change the way I look at making financial decisions. I am so glad I began working with him.“