Tony Dale Inc Investments & Retirement Planning

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A Team You Can Trust

General Info

Tony is an independent Registered Representative affiliated with Capital Investment Group.This gives him the freedom to recommend what is appropriate for his clients without the forced use of proprietary products.However, while maintaining this flexibility, Tony is able to utilize the vast resources of Capital Investments. As one of the nations largest independent broker/dealers, they have every element needed to structure the ideal retirement and investment plan for any client. Capital Investments offers a full range of products and services including,stocks,bonds, mutual funds, annuities and insurance.Tony believes that with the right strategy, one can weather market turmoil while creating financial security. By tailoring the plan to meet the specific needs and concerns of each client, Tony is helping those he advises to face the future with confidence, knowing that they will have an income stream to last them throughout their lives, and will pass what remains on to their heirs in a tax efficient manner.Tony has been a registered Representative since 2000. He has been affiliated with Capital Investment Group since 2003.

Email

Email Business

BBB Rating

A+

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Neighborhoods

Central Greenville, Downtown Greenville

Categories

Financial Planners, Financial Services, Investment Advisory Service, Retirement Planning Services

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Details

Phone: (864) 596-9911

Address: 158 Milestone Way, Greenville, SC 29615