Financial Planning is a process... At Bassett, Dawson & Foy, the financial planning process begins with identifying and prioritizing your specific financial objectives. Together, we determine short- and long-term strategies that are the most appropriate in helping you acheive your objectives. We can then either assist in the implementation of your plan or coordinate our efforts with other professionals of your choice. In either case, we monitor the progress you are making and periodically review and revise our recommended actions to provide you with a dynamic, up-to-date, and comprehensive plan that is designed to meet your unique needs. With over 100 years of combined experience in the financial services industry and a strong commitment to your success, the partners and staff at Bassett, Dawson & Foy, Inc. are ready to provide you with the professional expertise and objectivity that will help invest, manage, and conserve your wealth. It is important to us that our clients are comfortable with each step of establishing their goals and implementing their financial plans. With this in mind, we have built our company with a philosophy of old fashioned service and satisfaction, striving to provide our clients with the highest level of service possible.
Dedicated To The Prudent Stewardship Of Our Clients' Wealth
*2013 Delaware Five Star Wealth Manager Joseph M. Bassett
*2012 Philadelphia and 2013 Philadlephia and Delaware Five Star Wealth Manager Frederick J. Dawson
*2012 and 2013 Philadelphia and Delaware Five Star Wealth Manager Bradley J. Foy
*2012 and 2013 Philadelphia and 2013 Delaware Five Star Wealth Manager Brian D. Dawson
See our Associates Page to view each Wealth Manager's Process
*Award selection for nominated wealth managers are based on satisfying the following criteria: credentialed as an investment advisory representative, a FINRA-registered representative, a CPA or a licensed attorney, actively employed as a credentialed professional in the financial services industry for a minimum of five years, favorable regulatory and complaint history review, fulfilled their firm review based on internal firm standards, and accepting new clients. Other criteria considered are one and five year client retention rate, non-institutional discretionary and/or non-discretionary client assets administered, number of client households served and education and professional designations. This award is bestowed by an independent third party organization not affiliated with Raymond James.
This award is bestowed by an independent third party organization not affiliated with Raymond James.