Opening hours

  • الأحد

    يوم عطلة

  • الإثنين

    10:00 - 16:00

  • الثلاثاء

    08:00 - 18:00

  • الأربعاء

    08:00 - 18:00

  • الخميس

    08:00 - 18:00

  • الجمعة

    10:00 - 16:00

  • السبت

    يوم عطلة

About the company

Planning for retirement doesn't have to feel like you're crossing your fingers and taking a leap into the unknown.  At DG Advisors, we know that understanding your options and taking small steps along the way towards your goals is the best way to feel confident about the big financial decisions in your life.  DG Advisors provides comprehensive financial planning for every facet of life.  Retirement income planning, educational savings, long term care strategies, and more.  We also have the unique ability to serve our clients' legal and tax needs, through our in house sister companies DG Law and DG Tax.  

Our team

Jonathan Marshall

Dean Inman

Mark Lindloff

Lisa Damstrom Marshall

Marty Howard

James Davis

Jonathan Marshall (CVG location)

Mark Lindloff (CVG location)

Dean Inman (CVG location)

James Davis (CVG location)

Top services

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DG Advisor Meeting - CVG Employee - AT DG Advisor Office

60 دقيقة

THIS SELECTION IS FOR A DG ADVISOR MEETING AT THE DG ADVISOR OFFICE.As an eligible CVG Employee, the Kenton County Airport Board will be paying for up to 3 hours of one on one financial advising and retirement income planning for you. Schedule your

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DG Advisor Meeting - CVG Employee - AT CVG HR Office

60 دقيقة

THIS SELECTION IS FOR THE CVG HR OFFICE MEETING LOCATION.As an eligible CVG Employee, the Kenton County Airport Board will be paying for up to 3 hours of one on one financial advising and retirement income planning for you. Schedule your appointment

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DG Law Meeting - CVG Employee

30 دقيقة

The attorneys at DG Law have arranged a special discounted rate for CVG Employees for basic estate documents. If you currently have estate documents (a will, trust, power of attorney or advanced healthcare directives), you are invited to bring in yo

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DG Tax Meeting - CVG Employee

30 دقيقة

DG Advisors have arranged a special "second look" offer for CVG Employees and DG Tax. If you'd like a second opinion on your last tax return to see if any deductions were missed, bring your last tax return to your financial meeting and for the disco

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