Financial Planning with a Partner

Welcome to Susan Dick Financial Services, LLC!

We are delighted in the interest you have shown in our firm. We take great pride in the quality of work done for those we serve because we believe it is truly a privilege to work for our clients. Individual investments and the economy fluctuate over time, and staying on track requires tough decisions and prudent investing with a well-researched and diversified portfolio.

At Susan Dick Financial Services, LLC, we take a team based approach to better understanding you and your unique needs. Our advisor's process to understand, design, implement, and monitor supports the creation of an effective, dynamic financial plan exclusively tailored for you. You have the needs, we have the tools. Make sure you plan with a partner.

Susan Dick Financial Services, LLC.
Together, investing in you