DH Financial
Company Overview:
DH Financial Services Inc. is an independent financial services firm established to offer complete investment and financial solutions for our clients. Our individual and corporate philosophy is to provide each client with professional and individual service that will create a higher degree of financial success. DH Financial Services, Inc. had been providing financial planning and investment management services to its clients for over 18 years.
Company Services:
Investment Management – Our advisors work with you to design an investment strategy according to your risk tolerance and income requirements. With your plan in place we evaluate and update your investment strategy on continuing basis in accordance with your goals and objectives. We regularly meet with our clients to review performance and financial goals.
Financial Planning / Individuals – As an independent advisor we are able to offer an unbiased investment selection with no ties to product sponsors. This allows us to offer our clients impartial recommendations. We design a plan that assists in meeting your goals and objectives. Whether you need retirement planning, rollover guidance, individual investment advice or life insurance alternatives we can provide you with professional personal guidance.
Financial Planning / Business – Business retirement plans are available.

Company Contact Information:
800-579-2052 (toll free)
704-895-8370 (local)
Company Location Information:
711 Peninsula Drive
Davidson, NC 28036-7200