Harold Dance Investments

EST. AUM
$158,000,000

CONTACTS
3

CLIENT ACCOUNTS
409

Firm Details

Metro area Salt Lake City
CRD Number 1582
Website harolddance.com
Client types

Overview

Harold Dance Investments is an independent broker-dealer, registered investment advisor, and independent insurance agency registered in Utah and Idaho. The firm is wholly owned by its employees. PRODUCTS AND SERVICES OFFERED: Investments & Insurance Mutual Funds • FDIC Accounts • Money Market Funds • Brokered Certificates of Deposits (CDs) • U.S. Government Securities • Municipal Bonds • Corporate Bonds • Stocks • Index Funds • Real-Estate Investment Trusts (REITs) • 401(k) Plans • Traditional and Roth Individual Retirement Accounts (IRAs) • Custodial Accounts and 529 Plans • Fixed Annuities • Indexed Annuities • Variable Annuities • Life Insurance • Long-term Disability Insurance • Long-term Care Insurance Personal Financial Planning Free Consultations • Retirement Planning • Estate Planning • Education Planning • Tax Planning • Goal Planning • Fiduciary Investment Management

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Harold Dance Investments

Platform Details

Investment Preferences

Alternative Activity

Address

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