Firstly, I’m thrilled to be with HD Money, and here’s why: Ever since my previous investor of 30 years passed away, finding someone to trust with my finances has been a huge concern. Now, I’m pleased to tell you we’re 100 percent invested in HD Money! Seeing your values in business, investing, as a person, [...]
For all of last year, our HD Money holdings were down 4.22%. Pretty good as the S&P 500 was down 20%. For last year through Jan 30 2023 we're UP 6.29%, very happy with that. The other reasons: - No 20/30 year bonds; - ETFs and mutual funds effectively spread risk; - Local support availability [...]
HD Money has been a positive experience for us. Genuine, caring and knowledgeable staff.
I was with another wealth management company for 20 years - it was nothing like working with Margaret and the staff-It has been a pleasure working with HD Money- they are so approachable, knowledgeable, and professional! I only wish I had moved sooner!
My husband and I cannot say enough good things about the caliber of care, information, education, and great advice we received from HD Money. Awesome company with a very professional staff of down-to-earth relatable people. We have been with them for 3 yrs. and hope that it will be a very long and beneficial relationship.
After years of trying to find an investment advisor to use to manage my IRA. I found the 3 prior used worked for themselves or the company they worked for. But in May 2018 I signed up with HD Money (called Vimvest back then) and gave them 40% of my IRA and managed the 60% [...]
Prior to meeting Stuart Dickson, I was unknowingly paying high hidden commissions on my investments. It was alarming. After moving my IRA to HD Money my gains outweighed the returns in the overall market. Also, I’d been sold a low return annuity, in which Stuart was able to transfer into a company with a 30% [...]
We were fortunate enough to have had a review with Mark yesterday afternoon. As always, as far as we are concerned, his words were like pearls of wisdom dropping from his lips!
Thank you for this video. It’s nice to know you are staying on top of things!
I personally appreciate the video’s you send. They make me feel that you are on top of this and that is so reassuring. I love hearing from Stuart. Take care and stay well.
Sarasota Office:
3322 Bee Ridge Road,
Sarasota, FL, 34239
Phone: (941) 925-2121
St. Petersburg Office:
360 Central Ave,
Suite #1210
St. Petersburg, FL 33701
Phone: (727) 371-1113
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Advisory Services offered through HD Money. No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Nothing on this website constitutes investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.