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Products & Services

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

At Dudley Asset Management, Inc., our financial professionals provide assistance in the following areas:

Products

Mutual Funds

Exchange Traded Funds

Stocks

Bonds

Unit Investment Trusts

Fixed and Variable Annuities

Life Insurance

Disability Insurance

Long Term Care

    Services

    College Funding

    Estate Planning Strategies

    Profit Sharing Plans

    Retirement Planning

    Roth IRA

    SEP IRA

    SIMPLE IRA

    Traditional IRA

    401(k)

    For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

    russell@dudleyassetmanagement.com   |  706-602-8500