About Our Firm:
Dillon & Associates is an independent firm that provides investment counsel to individuals, businesses, non-profit organizations, and other entities. We structure and manage individual portfolios for each client based on their specific needs and objectives. Our mission is to provide unbiased advice, rendered solely in the best interest of our clients, and to develop long-term relationships founded on trust, integrity and a high standard of ethics.
Our firm was established in 1988 with a defined investment philosophy, based on identifiable investment criteria, and a commitment to outstanding customer service. Today, that philosophy and commitment remain the same. We have a diverse customer base, with clients throughout the United States. We are an SEC registered investment advisory firm.
Services Provided For:
Personal Accounts
Trust Accounts
401k Plans
SEP Plans
Non-Profit Organizations
IRAs
Profit Sharing Plans
SIMPLE Plans
Education Accounts
