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Dale's Air and Heat, Inc.

Founded 1999 • With Angi since April 2012

5.0

(1) Verified Reviews

Business Highlights

Emergency Services OfferedEmergency Services Offered

Description

Additional DBA - Dales Air & Heat Inc.....

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SOVEREIGN WEALTH MANAGEMENT

Our passion is partnering with our clients to crystallize their financial goals, design a strategy to achieve those goals and execute the plan to its completion. You know it’s not enough to just make a plan, even the most well designed strategies can fail if not executed properly and then monitored for progress and suitability. This is why we consistently monitor the progress of your plan and make changes as new developments come to light with your changing goals. Whether we are helping a young family set the path to achieve their ideal lifestyle and first home; assisting a newly widowed client in navigating and structuring his/or her retirement plan and new life; or advising a professional couple on structuring the sale of their business and transitioning into retirement, we are consistently behind the scenes working to get you there and keep you there: on track. Our Core Competencies include: Financial Planning, Wealth Management, Risk Management, Estate Planning and Multi-Generational Asset Transfer Planning, Managing Executive Deferred Comp Assets. We use the latest and the most sophisticated tools to produce accurate and realistic analyses. We pride ourselves on our independence and ability to work with the leading experts in all fields of wealth management, accounting and estate planning to design a comprehensive and robust strategy to achieve our clients’ goals.  

Offers by SOVEREIGN WEALTH MANAGEMENT on Angi

Verified Reviews

A few reviews for this pro...
5.0

02/12/2016

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Description of Work
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Category heating & air conditioning/hvac

    Services Offered

    All HVAC related services

    Services Not Offered

    Ask for details

    General Information
    Free Estimates
    Yes
    Eco-Friendly Accreditations
    Yes
    Payment Options
    Check, Visa, MasterCard, American Express, Discover, PayPal, Financing Available
    Senior Discount
    15%
    Emergency Service
    Yes
    Warranties
    Yes