PenDix Wealth Solutions
SERVICES
Some people dream of wealth. We help achieve the dream.
SERVICES
You have an idea about what you want your financial future to look like. Need some help getting there? We are the experts at helping our customers achieve their financial goals through the use of mutual funds, annuities and insurance products. Together we can produce a beautiful financial picture you can be proud of.
PARTNERS
We partner with the leading mutual fund and Insurance companies in the industry to help our clients achieve their financial goals. Many of the companies have weathered difficult markets with proven results. We utilize their unique skills to guide our clients financial dreams to a sucessful reality.
THE WORLD CAN BE YOURS!
Our goal at PenDix Wealth Solutions is to provide effective financial plans that our clients can sustain and achieve with disciplined focus. Regardless, rather you are an individual or a small organization we can help you.
Our consultants design solutions tailored specifically to the needs of your business in order to ensure you achieve your dreams of success.
TESTIMONIAL
"Our Financial picture looked bleak at best before we met with Dean and Michele. They were very encouraging and professional. They took time to educate us and put together a financial strategy we feel confident will meet our needs.”
J. and D. Martino