Business Details
About
Financial PlannerFinancial ConsultantInvestment ServiceTax Preparation ServiceFinancial PlanningTax Consultant
The associates of Thiesen Dueker Financial Consulting Group offer Wall Street experience and opportunities from an independent, locally owned company in Fresno, CA and the surrounding areas. That means we are free to offer the investment and wealth management opportunities that are right for you, not just a menu of products someone wants to sell you. Thiesen Dueker’s owners, associates and staff members live right here in California. So when you invest with Thiesen Dueker, we contribute our time and resources to the things that matter right here in the communities we serve. You’ve got a choice to make. And you’ve got great options. Visit our website or give us a call today to learn more!
Location
Thiesen Dueker Modern Wealth Management
465 E Fir Ave, Fresno, CA
93720, United States
Hours
Reviews
3.7
3 reviews
5 stars
2
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1 star
1
- JKJeanne KendrickApr 8, 20195.0Theisen and Dueker have taken care of my investments for several years. They are the best. Their service is wonderful and the entire staff is so friendly. They treat you like family. My investments have grown considerably because of them. Would highly recommend them.
- WBWendy BallantyneJan 31, 20191.0Broker does not returns my calls or messages. TD lol is focused on using my assets, esp. Liquid sweep acct, to improve their profit posture.
Frequently Asked Questions About Thiesen Dueker Modern Wealth Management
How does Thiesen Dueker ensure its team is well-prepared to offer the best advice?
Thiesen Dueker is committed to ongoing industry education for every team member. This dedication ensures that our team is well-prepared and knowledgeable, providing clients with the benefit of multidisciplinary expertise.
How does Thiesen Dueker use smart software in financial planning?
Thiesen Dueker invests in cutting-edge smart software that overlays clients' financial pictures with current market data. This allows us to identify red flags and opportunities, providing informed analysis for our clients. The combination of advisor experience and powerful technology adds a significant level of intelligence to our clients' financial planning.
What types of financial planning services does Thiesen Dueker offer?
Thiesen Dueker offers financial planning services that include retirement and income planning, tax management strategies, risk management solutions, and education planning. We also specialize in 401(k) management, providing either complete management plans or selected services as needed.
How does Thiesen Dueker handle tax management?
Tax management is a critical component of Thiesen Dueker's financial planning process. We work to integrate tax-efficient strategies into investment and retirement plans, helping clients minimize tax liabilities and maximize their financial outcomes.
What resources does Thiesen Dueker offer for financial education?
Thiesen Dueker offers various resources, including a blog, weekly market commentary, and an education center filled with curated articles and videos. These resources are designed to help clients stay informed and make better financial decisions.
What services does Thiesen Dueker Modern Wealth Management offer?
Thiesen Dueker offers various services, including financial planning, retirement and income planning, tax management strategies, risk management solutions, 401(k) management, and education planning. We focus on creating customized plans to meet individual and family financial needs.
How can I start planning for my retirement with Thiesen Dueker?
You can start planning your retirement with Thiesen Dueker by contacting them through their website or by phone. Our retirement and income planning services are designed to help you develop a plan early and adjust it as your financial needs change over time.