Dugan Brown LLC - Dublin, Ohio

Address: 655 Metro Pl S #100, Dublin, OH 43017.
Phone: 8773273239.
Website: duganbrown.com
Specialties: Financial planner, Investment company.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 37 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Dugan Brown LLC

Dugan Brown LLC 655 Metro Pl S #100, Dublin, OH 43017

☎️8773273239

⏰ Open Hours of Dugan Brown LLC

Monday: 9 AM–6 PM
Tuesday: 9 AM–6 PM
Wednesday: 9 AM–6 PM
Thursday: 9 AM–6 PM
Friday: 9 AM–6 PM
Saturday: Closed
Sunday: Closed

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Dugan Brown LLC: Your Trusted Financial Partner in Dublin

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Dugan Brown LLC stands as a prominent financial advisory firm based in Dublin, Ohio, offering specialized services in financial planning and investment management. The company has established itself as a reliable resource for individuals seeking expert guidance to navigate their financial futures. Located at 655 Metro Pl S #100, Dublin, OH 43017, Dugan Brown LLC provides a professional environment where clients can engage in detailed discussions about their financial goals. The firm emphasizes personalized service, ensuring that each client receives tailored advice suited to their unique circumstances.

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Core Specialties and Services

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At the heart of Dugan Brown LLC's offerings are financial planning and investment management. The firm focuses on creating comprehensive financial strategies that address retirement planning, asset allocation, risk management, and wealth accumulation. Their expertise lies in understanding the individual needs of clients, whether they are preparing for retirement, seeking to grow their investments, or looking for ways to preserve their wealth. Jesse Hartley, a key advisor at the firm, exemplifies their approach. According to feedback, Jesse is praised for his strong communication skills, deep expertise, and ability to listen actively to client goals, providing insightful and actionable advice.

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The firm's investment strategies are designed with a focus on long-term growth and risk mitigation. They consider factors such as market trends, economic conditions, and individual risk tolerance when crafting personalized portfolios. Dugan Brown LLC also assists clients in developing contingency plans for unforeseen events, ensuring that their financial strategies remain robust even in challenging times.

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Physical Accessibility and Client Comfort

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Dugan Brown LLC is committed to providing a welcoming environment for all clients. The office features a wheelchair accessible entrance, ensuring that individuals with mobility challenges can enter the premises without difficulty. Once inside, clients will find a wheelchair accessible parking lot, making it easier for those with disabilities to reach the office. The facility also includes a wheelchair accessible restroom, enhancing the overall experience for everyone visiting the location.

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These accessibility features reflect the firm's dedication to client comfort and inclusivity. By removing potential barriers, Dugan Brown LLC ensures that all individuals, regardless of physical ability, can access the financial advice they need. This commitment extends to the quality of service provided, where clients are encouraged to feel at ease during their interactions with the advisors.

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Appointments and Consultation Process

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While the firm welcomes inquiries, Dugan Brown LLC strongly recommends scheduling appointments to ensure personalized attention. Appointments allow the advisors to dedicate sufficient time to understand the client's financial situation thoroughly and provide comprehensive recommendations. This approach ensures that each client receives the focused guidance necessary to make informed decisions about their money.

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For those interested in learning more about the firm's services, a consultation can be arranged to discuss specific financial goals, current portfolio strategies, or retirement planning needs. The team at Dugan Brown LLC is prepared to guide clients through the complexities of financial planning and investment management, offering clarity and confidence in the process.

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Online Presence and Reputation

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Dugan Brown LLC maintains an online presence through its website at duganbrown.com, where clients can find detailed information about the firm's services, team members, and resources. The website serves as a valuable tool for individuals seeking to learn more about financial planning and investment strategies before reaching out to the firm.

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Client feedback highlights the firm's strengths, particularly the expertise and communication skills of its advisors. Jesse Hartley, mentioned in the reviews, is often noted for his ability to listen carefully to client concerns and provide insightful guidance. This positive sentiment underscores the trust clients place in Dugan Brown LLC and the value they receive from the firm's services.

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With 37 Google My Business reviews and an average rating of 5/5, the firm has built a reputation for excellence in client service and financial expertise. These reviews emphasize the firm's commitment to delivering personalized, high-quality advice that meets the diverse needs of its clientele.

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Why Choose Dugan Brown LLC

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For individuals in search of a financial partner in Dublin, Dugan Brown LLC offers a combination of expertise, accessibility, and personalized service. The firm's focus on retirement planning and investment strategies makes it an ideal choice for those looking to secure their financial future. Jesse Hartley and the team at Dugan Brown LLC are known for their dedication to helping clients achieve their goals, whether through retirement analysis or long-term investment planning.

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The firm's emphasis on accessibility ensures that all clients feel welcomed and supported, regardless of their physical abilities. By recommending appointments, Dugan Brown LLC guarantees that each client receives the attention and time needed to address their financial concerns effectively. This client-centric approach, combined with the firm's strong online presence and positive reviews, makes Dugan Brown LLC a standout choice for those seeking financial guidance and investment management services.

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Whether you are just beginning to explore financial planning or looking to refine your existing strategy, Dugan Brown LLC provides the expertise and support needed to navigate the complexities of financial decision-making. Their team is poised to assist you in building a secure and prosperous financial future.

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"summary": "Dugan Brown LLC is a financial planning and investment firm in Dublin, OH, known for expert advice, accessibility features, and strong client feedback.",
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👍 Reviews of Dugan Brown LLC

Carey G.

5/5

Jesse Hartley is a great advisor who possesses strong communication skills, expertise, and knowledge to help develop a retirement analysis. Jess actively listened to my goals and provided insightful advice. I look forward to working with him again and encourage everyone to reach out to Dugan Brown Federal Retirement Experts for advice and support.

Sai Y.

5/5

Shea Mercer did an excellent job of reviewing my retirement plan and to advising and educating me on my thrift savings plans, and alternate benefits. He made sure to ask what my goals were for the meeting and for long term and ensured any questions were answered. He was patient and thorough in the overview, and even offered to follow-up to confirm I was comfortable with recommendations and my plan moving forward. This services is a must use.

RD R.

5/5

What impress me about Kevin Dugan the first time we talked, was him telling me ALL my options for my retirement account, not just the options he could handle. Few years later, he was just as friendly and helpful when I needed to withdraw money as he was when I set up the account. He seems up to date on all changes to IRAs and taxes, interest rates everything relating to my account. In my experience, if Kevin says he will do something, he will. From returning phone calls to filling out forms and sending to me, you can count on Kevin to do what he says he will do.

Lisa B.

5/5

It has always been a great experience, working with Jesse! His services have aways been 100% free, when giving an analysis on my federal retirement. I appreciate the knowledge he has, and he is always so personable 😀 highly satisfied and would definitely recommend!

Kimberly R.

5/5

Joe Rhodes (no relation) was knowledgeable, respectful and explained each piece of my federal retirement plan, benefits, along with a financial analysis. He Even found out that I had been overpaying for health insurance because I continued to pay for a family plan although my sons were past the age of 22. I’ll be contacting them again as I get a bit closer to retirement.

Suzanne M.

5/5

Very good experience, Jesse H. Retirement consultant was very thorough and explained in plain text! I would recommend him to everyone. Thank you to Jesse H. and Dugan Brown Federal retirement Experts.

Debra L.

5/5

Efficient, fast, easy! I was dreading the paperwork and the procedure for submitting my retirement request, but Jesse Hartley and his team streamlined the process. I recommend utilizing Dugan Brown, and Jesse Hartley to fast track your retirement application !

Sandy B.

5/5

I was so impressed with my recent consultation completed by Shea Mercer. He was very helpful, knowledgeable and most importantly very patient with me. I had to reschedule at the last minute and he was very accommodating. I would recommend Dugan Brown and Shea Mercer hands down for your financial planning!