Dagher Wealth Management is an independent financial advisory firm founded by Micheline Dagher and Joseph Baaklini. With a focus on serving their clients' needs, they provide comprehensive financial planning services that prioritize their clients' goals and interests. Their team of experienced financial advisors work closely with clients to develop personalized retirement plans, addressing risk, asset management, and preserving their current lifestyle. They also offer strategies for future growth, tax efficiency, social security optimization, and healthcare needs, aiming to help clients achieve financial independence.
At Dagher Wealth Management, their approach involves personalized, hands-on service that emphasizes education on financial products and concepts. They aim to demystify investing, insurance, estate conservation, and wealth preservation, ensuring that clients have a clear understanding of their financial options. With a commitment to their clients' success, Dagher Wealth Management strives to help individuals and families gain financial independence and achieve their dreams.
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