Joe H Dike CPA/PFS, CSA, BCE

A Wealth Management Firm
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Board Certified in Estate Planning

   Go to My Investment Services Page 


   Welcome to our web-site. Since 1991 we have provided quality service with a personal touch. Our clients' satisfaction and success are our priorities. We know that each of you has different goals and changing needs, so we'll meet with you as often as you'd like to discuss your plans. As a valued client, you can expect quality work, completed in a timely manner. We invite you to visit our site often, and email us with any questions or concerns you might have.    

 


  

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Board Certified in Estate Planning (BCE) is the only designation designed and offered to brokers, advisors, and planners who have clients interested in estate accumulation, preservation, and distribution.

A CSA has expertise in the areas that effect Seniors including nutrition, senior housing, Social Security, Medicare and Medicaid, financial and estate planning, social aspects of aging, trends affecting seniors and more.