Dennis Goins & Associates

CONNECT

Address:

1255 Treat Blvd., Suite 300
Walnut Creek, CA 94597

Phone:

925-776-4911

Fax/Other:

925-262-2311

Our Services

 


  • The financial management process at Dennis Goins & Associates begins with an in-depth evaluation of your current financial situation. Once we've established your overall objectives, we'll focus on your specific goals.



    With changing economic conditions and market swings, we advocate investing sensibly over the long run and maintaining an adequate level of insurance coverage. We work with you side by side so that you're confident in and comfortable with financial suggestions we make.



    Some of the services we offer:



    - College FundingStrategies



    - Investment Planning



    - Retirement Planning



    - Employee Benefit Planning



    - Estate Tax Funding Strategies

     

     



Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck