Dugginsfinancial.com - Duggins Financial Company News Section
Duggins Financial Information
Claire Duggins
URL: http://www.dugginsfinancial.com
Duggins Financial is an independent boutique firm that provides retirement plan consulting services to corporations and investment management for private clients. Our mission is to provide our clients with objective and unbiased advice coupled with unparalleled personal service. Our investment philosophy is to manage client%u2019s assets to achieve positive returns with the lowest commensurate risk in all market environments. We are committed to keeping our client%u2019s best interest at the forefront while taking into consideration their long term goals and objectives.
Bill Duggins, CFP®, CPA, AIF®, and founder of Duggins Financial has once again been named a Five Star Wealth Manager by Orange Coast magazine. Less than 2% of the 13,400 wealth managers in Orange County receive this award.
Bill Duggins, CFP®, CPA, AIF®, founder of Duggins Financial, an independent boutique firm specializing in investment management for private clients an ...
Bill Duggins, CFP®, CPA, and founder of Duggins Financial has been awarded the Accredited Investment Fiduciary® (AIF®) designation from Fiduciary360 (fi360). The AIF® designation signifies a thorough knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care for company sponsored retirement plans.
Bill Duggins, CFP®, CPA, and founder of Duggins Financial, an independent boutique firm providing retirement plan consulting services to corporations ...
Bill Duggins, CFP®, CPA, AIF®, and founder of Duggins Financial has been accepted into the LPL Financial Retirement Plan Consulting Program (RPCP). To be accepted into the program, advisors must meet established criteria demonstrating expertise in working with corporate retirement plans.
Bill Duggins, CFP®, CPA, AIF®, and founder of Duggins Financial, an independent boutique firm providing retirement plan consulting services to corpora ...
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