To meet the needs of Valley investors, Kevin Dick, president of Kevin Dick Investment Management Group, opened a new financial services office in Scottsdale, at 16420 N. 92nd Street, Suite 228, just north of West World.
“We made the decision to create a branch in north Scottsdale to better service the needs of our existing relationships in that area. In addition, the demand for our services in this geographical location has significantly increased in the last couple of years, and we wanted to ensure we could meet those demands with integrity and an exceptional level of service,” Dick said.
Dick also hired financial adviser Kyle Pugel, registered para-planner through the Denver-based College for Financial Planning, for additional help.
Pugel was previously with AXA Advisors and Bellview Communities and has a bachelor’s degree in business administration with an emphasis on finance and a certificate in securities from Northern Arizona University.
“We are lucky to have someone of Kyle’s background and expertise to come on board,” Dick said. “Kyle will be a perfect fit for us, as we rapidly grow our business.”
In September, Dick selected Commonwealth Financial Network as the company’s National Association of Securities Dealers broker-dealer.
Commonwealth provides research, technology support and administrative services to affiliated financial professionals nationwide.
Kevin Dick Investment Group is headquartered in Payson and was voted “Best Financial Adviser” by Payson Roundup readers two years in a row. Visit www.kevindickimg.com for more information.