Independent perspective

Harold Dance Investments is an independent financial firm providing investment products, services, and advice to individuals, families, small employers, and charitable organizations. The firm's unique structure and history enable it to offer a truly independent perspective which translates to meaningful long-term investment results for clients.

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Trusted advice

Clients of Harold Dance Investments work directly with experienced professionals dedicated to helping each client discover and achieve his or her financial goals. The firm's advisors help clients utilize proven investment products and strategies while avoiding common investment mistakes and misconceptions.

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Personal service

Harold Dance Investments offers clients the opportunity to develop lasting relationships with advisors and staff who are thrilled with the opportunity to serve. Clients are ultimately regarded as dear friends and are treated as such.

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